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JFS Wealth Advisors’s Banco Bradesco BBD Stock Holding History

JFS Wealth Advisors’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92K Hold
553
– – ﹤0.01% 1620
2026
Q1 		$2.02K Hold
553
– – ﹤0.01% 1500
2025
Q4 		$1.84K Hold
553
– – ﹤0.01% 1574
2025
Q3 		$1.87K Hold
553
– – ﹤0.01% 1456
2025
Q2 		$1.71K Buy
+553
New +$1.46K ﹤0.01% 1431
2024
Q4 		– Sell
-319
Closed -$849 – 1948
2024
Q3 		$849 Sell
319
-264
-45% -$677 ﹤0.01% 1730
2024
Q2 		$1.31K Sell
583
-182
-24% -$471 ﹤0.01% 1593
2024
Q1 		$2.19K Sell
765
-270
-26% -$804 ﹤0.01% 1410
2023
Q4 		$3.62K Buy
1,035
+32
+3% +$100 ﹤0.01% 1185
2023
Q3 		$2.86K Buy
1,003
+4
+0.4% +$13 ﹤0.01% 1227
2023
Q2 		$3.46K Buy
999
+319
+47% +$986 ﹤0.01% 1177
2023
Q1 		$1.78K Sell
680
-914
-57% -$2.43K ﹤0.01% 1409
2022
Q4 		$4.59K Buy
1,594
+83
+5% +$269 ﹤0.01% 1021
2022
Q3 		$6K Buy
1,511
+230
+18% +$811 ﹤0.01% 892
2022
Q2 		$4K Sell
1,281
-229
-15% -$880 ﹤0.01% 1043
2022
Q1 		$6K Buy
1,510
+1,102
+270% +$4.04K ﹤0.01% 950
2021
Q4 		$1K Buy
+408
New +$1.35K ﹤0.01% 1258
2018
Q1 		– Sell
-1,423
Closed -$8K – 524
2017
Q4 		$8K Sell
1,423
-192
-12% -$1.15K ﹤0.01% 388
2017
Q3 		$10K Hold
1,615
– – ﹤0.01% 366
2017
Q2 		$8K Sell
1,615
-1
-0.1% -$5 ﹤0.01% 351
2017
Q1 		$7K Hold
1,616
– – ﹤0.01% 370
2016
Q4 		$7K Hold
1,616
– – ﹤0.01% 370
2016
Q3 		$8K Hold
1,616
– – ﹤0.01% 396
2016
Q2 		$7K Hold
1,616
– – ﹤0.01% 409
2016
Q1 		$6K Hold
1,616
– – ﹤0.01% 438
2015
Q4 		$4K Hold
1,616
– – ﹤0.01% 459
2015
Q3 		$4K Buy
+1,616
New +$5.44K ﹤0.01% 402

Other funds holding BBD

AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFS Wealth Advisors's BBD Position: Q2 2026 in Review

JFS Wealth Advisors held its Banco Bradesco (BBD) position steady in Q2 2026 at 553 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

JFS Wealth Advisors first reported a position in BBD in Q3 2015 and has held it in 27 quarters since. The position peaked at $10K in Q3 2017. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • JFS Wealth Advisors held 553 shares of Banco Bradesco worth $1.92K as of Q2 2026.
  • JFS Wealth Advisors left its Banco Bradesco share count unchanged in Q2 2026.
  • Banco Bradesco made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1620 holding.
  • JFS Wealth Advisors first reported a position in Banco Bradesco in Q3 2015 and has held it in 27 quarters since.
  • JFS Wealth Advisors's Banco Bradesco position peaked at $10K in Q3 2017.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.