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Legacy Wealth Asset Management’s Banco Bradesco BBD Stock Holding History

Legacy Wealth Asset 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 		$673K Sell
193,918
-708
-0.4% -$2.59K 0.15% 212
2026
Q1 		$710K Buy
194,626
+942
+0.5% +$3.57K 0.17% 196
2025
Q4 		$645K Sell
193,684
-416
-0.2% -$1.42K 0.16% 214
2025
Q3 		$656K Buy
194,100
+936
+0.5% +$2.83K 0.16% 204
2025
Q2 		$597K Buy
193,164
+1,333
+0.7% +$3.51K 0.15% 211
2025
Q1 		$428K Buy
191,831
+62,540
+48% +$130K 0.12% 258
2024
Q4 		$247K Sell
129,291
-49,353
-28% -$116K 0.07% 326
2024
Q3 		$475K Buy
178,644
+2,485
+1% +$6.37K 0.13% 253
2024
Q2 		$395K Buy
176,159
+12,688
+8% +$32.8K 0.11% 266
2024
Q1 		$468K Buy
163,471
+5,383
+3% +$16K 0.13% 243
2023
Q4 		$553K Buy
158,088
+6,764
+4% +$21.2K 0.18% 199
2023
Q3 		$431K Buy
151,324
+1,630
+1% +$5.16K 0.16% 233
2023
Q2 		$518K Sell
149,694
-1,920
-1% -$5.93K 0.18% 196
2023
Q1 		$397K Buy
151,614
+3,802
+3% +$10.1K 0.14% 258
2022
Q4 		$426K Buy
147,812
+8,405
+6% +$27.2K 0.16% 229
2022
Q3 		$513K Buy
139,407
+81,545
+141% +$287K 0.22% 158
2022
Q2 		$189K Buy
57,862
+1,652
+3% +$6.35K 0.08% 293
2022
Q1 		$237K Buy
56,210
+2,221
+4% +$8.15K 0.08% 272
2021
Q4 		$168K Buy
+53,989
New +$179K 0.06% 302

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

Legacy Wealth Asset Management's BBD Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Banco Bradesco (BBD) stake by 0.36% in Q2 2026, selling an estimated $2.59K and leaving 193,918 shares worth $673K. The position accounts for 0.15% of the portfolio, ranked #212.

Legacy Wealth Asset Management first reported a position in BBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $710K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Legacy Wealth Asset Management held 193,918 shares of Banco Bradesco worth $673K as of Q2 2026.
  • Legacy Wealth Asset Management sold 708 Banco Bradesco shares in Q2 2026, an estimated $2.59K.
  • Banco Bradesco made up 0.15% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #212 holding.
  • Legacy Wealth Asset Management first reported a position in Banco Bradesco in Q4 2021 and has held it in 19 quarters since.
  • Legacy Wealth Asset Management's Banco Bradesco position peaked at $710K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.