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Modern Wealth Management’s Banco Bradesco BBD Stock Holding History

Modern 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 		– Sell
-14,768
Closed -$55.1K – 1114
2026
Q1 		$55.1K Buy
+14,768
New +$56K ﹤0.01% 872

Other funds holding BBD

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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

Modern Wealth Management's BBD Position: Q2 2026 in Review

Modern Wealth Management sold out of Banco Bradesco (BBD) in Q2 2026, closing a stake of 14,768 shares — an estimated $55.1K sold.

Modern Wealth Management first reported a position in BBD in Q1 2026 and held it in 1 quarter. The position peaked at $55.1K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Modern Wealth Management reported no remaining Banco Bradesco position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 14,768 Banco Bradesco shares in Q2 2026, an estimated $55.1K.
  • Modern Wealth Management first reported a position in Banco Bradesco in Q1 2026 and held it in 1 quarter.
  • Modern Wealth Management's Banco Bradesco position peaked at $55.1K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.