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Laurel Oak Wealth Management’s Banco Bradesco BBD Stock Holding History

Laurel Oak Wealth Management’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 		$42.3K Hold
12,194
– – 0.01% 379
2026
Q1 		$44.5K Sell
12,194
-785
-6% -$2.98K 0.01% 358
2025
Q4 		$43.2K Buy
+12,979
New +$44.2K 0.01% 359

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

Laurel Oak Wealth Management's BBD Position: Q2 2026 in Review

Laurel Oak Wealth Management held its Banco Bradesco (BBD) position steady in Q2 2026 at 12,194 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #379.

Laurel Oak Wealth Management first reported a position in BBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.5K in Q1 2026. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Laurel Oak Wealth Management held 12,194 shares of Banco Bradesco worth $42.3K as of Q2 2026.
  • Laurel Oak Wealth Management left its Banco Bradesco share count unchanged in Q2 2026.
  • Banco Bradesco made up 0.01% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Laurel Oak Wealth Management first reported a position in Banco Bradesco in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Banco Bradesco position peaked at $44.5K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.