PDS Planning’s Banco Bradesco BBD Stock Holding History

PDS Planning’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	$153K	Buy	42,046 +4,692	+13%	+$17.8K	0.01%	536
2025 Q4	$124K	Hold	37,354	–	–	0.01%	532
2025 Q3	$126K	Buy	37,354 +3,736	+11%	+$11.3K	0.01%	525
2025 Q2	$104K	Buy	33,618 +4,853	+17%	+$12.8K	0.01%	502
2025 Q1	$64.1K	Buy	28,765 +9,349	+48%	+$19.4K	0.01%	469
2024 Q4	$37.1K	Buy	19,416 +208	+1%	+$487	﹤0.01%	440
2024 Q3	$51.1K	Sell	19,208 -9,182	-32%	-$23.5K	﹤0.01%	440
2024 Q2	$63.6K	Sell	28,390 -17,121	-38%	-$44.3K	0.01%	384
2024 Q1	$130K	Sell	45,511 -2,356	-5%	-$7.01K	0.01%	370
2023 Q4	$168K	Sell	47,867 -657	-1%	-$2.06K	0.02%	341
2023 Q3	$138K	Hold	48,524	–	–	0.02%	317
2023 Q2	$168K	Buy	48,524 +959	+2%	+$2.96K	0.02%	316
2023 Q1	$125K	Buy	+47,565	New	+$127K	0.02%	281
2022 Q4	–	Sell	-13,085	Closed	-$48K	–	226
2022 Q3	$48K	Buy	13,085 +1,433	+12%	+$5.05K	0.01%	197
2022 Q2	$38K	Buy	+11,652	New	+$44.8K	0.01%	211

Other funds holding BBD

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

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

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