Orion Portfolio Solutions’s Banco Bradesco BBD Stock Holding History

Orion Portfolio Solutions’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 Q1	$333K	Buy	149,494 +18,019	+14%	+$37.3K	﹤0.01%	1584
2024 Q4	$251K	Buy	+131,475	New	+$308K	﹤0.01%	1643
2024 Q2	–	Sell	-11,323	Closed	-$32.4K	–	1719
2024 Q1	$32.4K	Sell	11,323 -98	-0.9%	-$292	﹤0.01%	1676
2023 Q4	$39.5K	Sell	11,421 -660	-5%	-$2.07K	﹤0.01%	1639
2023 Q3	$34.4K	Sell	12,081 -3,138	-21%	-$9.93K	﹤0.01%	1601
2023 Q2	$52.7K	Buy	15,219 +1,052	+7%	+$3.25K	﹤0.01%	1612
2023 Q1	$37.1K	Buy	+14,167	New	+$37.7K	﹤0.01%	1548
2020 Q1	–	Sell	-11	Closed	–	–	1908
2019 Q4	$0	Buy	+11	New	+$69	﹤0.01%	1809

Other funds holding BBD

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Orion Portfolio Solutions's BBD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Banco Bradesco (BBD) stake by 14% in Q1 2025, buying an estimated $37.3K and bringing the position to 149,494 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Orion Portfolio Solutions first reported a position in BBD in Q4 2019 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold BBD as of Q1 2025.

Orion Portfolio Solutions held 149,494 shares of Banco Bradesco worth $333K as of Q1 2025.
Orion Portfolio Solutions bought 18,019 Banco Bradesco shares in Q1 2025, an estimated $37.3K.
Banco Bradesco made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1584 holding.
Orion Portfolio Solutions first reported a position in Banco Bradesco in Q4 2019 and has held it in 8 quarters since.
246 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.