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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
Q3 		$690K Buy
195,939
+2,021
+1% +$6.93K 0.15% 197
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

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Wealth Asset Management's BBD Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Banco Bradesco (BBD) stake by 1% in Q3 2026, buying an estimated $6.93K and bringing the position to 195,939 shares worth $690K. The position accounts for 0.15% of the portfolio, ranked #197.

Legacy Wealth Asset Management first reported a position in BBD in Q4 2021 and has held it in 20 quarters since. The position peaked at $710K in Q1 2026. 16 funds tracked by Wall St. Rank hold BBD as of Q3 2026.

  • Legacy Wealth Asset Management held 195,939 shares of Banco Bradesco worth $690K as of Q3 2026.
  • Legacy Wealth Asset Management bought 2,021 Banco Bradesco shares in Q3 2026, an estimated $6.93K.
  • Banco Bradesco made up 0.15% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #197 holding.
  • Legacy Wealth Asset Management first reported a position in Banco Bradesco in Q4 2021 and has held it in 20 quarters since.
  • Legacy Wealth Asset Management's Banco Bradesco position peaked at $710K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.