MYIA
BBD icon

Mount Yale Investment Advisors’s Banco Bradesco BBD Stock Holding History

Mount Yale Investment Advisors’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
Q1 		– Sell
-15,731
Closed -$55.2K – 1099
2025
Q4 		$55.2K Sell
15,731
-13,411
-46% -$45.6K ﹤0.01% 715
2025
Q3 		$98.6K Buy
+29,142
New +$88K 0.01% 656

Other funds holding BBD

AF
Aquamarine Financial George Town $1.37B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mount Yale Investment Advisors's BBD Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Banco Bradesco (BBD) in Q1 2026, closing a stake of 15,731 shares — an estimated $55.2K sold.

Mount Yale Investment Advisors first reported a position in BBD in Q3 2025 and held it in 2 quarters. The position peaked at $98.6K in Q3 2025. 289 funds tracked by Wall St. Rank hold BBD as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Banco Bradesco position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 15,731 Banco Bradesco shares in Q1 2026, an estimated $55.2K.
  • Mount Yale Investment Advisors first reported a position in Banco Bradesco in Q3 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Banco Bradesco position peaked at $98.6K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.