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 Q2	$147K	Buy	42,350 +304	+0.7%	+$1.11K	0.01%	588
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 $1.81B AUM 38.21% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PDS Planning's BBD Position: Q2 2026 in Review

PDS Planning increased its Banco Bradesco (BBD) stake by 0.72% in Q2 2026, buying an estimated $1.11K and bringing the position to 42,350 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #588.

PDS Planning first reported a position in BBD in Q2 2022 and has held it in 16 quarters since. The position peaked at $168K in Q2 2023. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

PDS Planning held 42,350 shares of Banco Bradesco worth $147K as of Q2 2026.
PDS Planning bought 304 Banco Bradesco shares in Q2 2026, an estimated $1.11K.
Banco Bradesco made up 0.01% of PDS Planning's portfolio in Q2 2026, its #588 holding.
PDS Planning first reported a position in Banco Bradesco in Q2 2022 and has held it in 16 quarters since.
PDS Planning's Banco Bradesco position peaked at $168K in Q2 2023.
295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.