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NewEdge Wealth’s Banco Bradesco BBD Stock Holding History

NewEdge Wealth’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
2025
Q2 		– Sell
-11,209
Closed -$25K – 967
2025
Q1 		$25K Sell
11,209
-16,466
-59% -$34.1K ﹤0.01% 929
2024
Q4 		$52.9K Buy
27,675
+15,911
+135% +$37.3K ﹤0.01% 913
2024
Q3 		$31.3K Buy
+11,764
New +$30.1K ﹤0.01% 868

Other funds holding BBD

AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewEdge Wealth's BBD Position: Q2 2025 in Review

NewEdge Wealth sold out of Banco Bradesco (BBD) in Q2 2025, closing a stake of 11,209 shares — an estimated $25K sold.

NewEdge Wealth first reported a position in BBD in Q3 2024 and held it in 3 quarters. The position peaked at $52.9K in Q4 2024. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2025.

  • NewEdge Wealth reported no remaining Banco Bradesco position as of Q2 2025 after selling out during the quarter.
  • NewEdge Wealth sold 11,209 Banco Bradesco shares in Q2 2025, an estimated $25K.
  • NewEdge Wealth first reported a position in Banco Bradesco in Q3 2024 and held it in 3 quarters.
  • NewEdge Wealth's Banco Bradesco position peaked at $52.9K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.