Intergy Private Wealth
BBDO icon

Intergy Private Wealth’s Banco Bradesco BBDO Stock Holding History

Intergy Private Wealth’s Portfolio BBDO Stock Details BBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62.7K Buy
20,370
+6,302
+45% +$19.7K 0.01% 141
2026
Q2 		$42.2K Buy
14,068
+148
+1% +$482 0.01% 147
2026
Q1 		$45.8K Buy
13,920
+3,323
+31% +$11.2K 0.01% 123
2025
Q4 		$30.4K Buy
+10,597
New +$31.6K 0.01% 116

Other funds holding BBDO

LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
XXI Wealth LLC
XXI Wealth LLC Chicago, Illinois $249M AUM 51.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Downshift Financial
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Intergy Private Wealth's BBDO Position: Q3 2026 in Review

Intergy Private Wealth increased its Banco Bradesco (BBDO) stake by 45% in Q3 2026, buying an estimated $19.7K and bringing the position to 20,370 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #141.

Intergy Private Wealth first reported a position in BBDO in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold BBDO as of Q3 2026.

  • Intergy Private Wealth held 20,370 shares of Banco Bradesco worth $62.7K as of Q3 2026.
  • Intergy Private Wealth bought 6,302 Banco Bradesco shares in Q3 2026, an estimated $19.7K.
  • Banco Bradesco made up 0.01% of Intergy Private Wealth's portfolio in Q3 2026, its #141 holding.
  • Intergy Private Wealth first reported a position in Banco Bradesco in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.