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LVW Advisors’s Banco Bradesco BBDO Stock Holding History

LVW Advisors’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
Q2 		$511K Buy
170,287
+12,738
+8% +$41.5K 0.04% 235
2026
Q1 		$518K Buy
+157,549
New +$531K 0.05% 207

Other funds holding BBDO

CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LVW Advisors's BBDO Position: Q2 2026 in Review

LVW Advisors increased its Banco Bradesco (BBDO) stake by 8.1% in Q2 2026, buying an estimated $41.5K and bringing the position to 170,287 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #235.

LVW Advisors first reported a position in BBDO in Q1 2026 and has held it in 2 quarters since. The position peaked at $518K in Q1 2026. 13 funds tracked by Wall St. Rank hold BBDO as of Q2 2026.

  • LVW Advisors held 170,287 shares of Banco Bradesco worth $511K as of Q2 2026.
  • LVW Advisors bought 12,738 Banco Bradesco shares in Q2 2026, an estimated $41.5K.
  • Banco Bradesco made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #235 holding.
  • LVW Advisors first reported a position in Banco Bradesco in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's Banco Bradesco position peaked at $518K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.