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Perigon Wealth Management’s Banco Bradesco BBD Stock Holding History

Perigon Wealth Management’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 		$75.9K Sell
21,864
-18,909
-46% -$69.2K ﹤0.01% 1412
2026
Q1 		$149K Buy
+40,773
New +$155K ﹤0.01% 1240
2017
Q1 		– Sell
-1,884
Closed -$11K – 618
2016
Q4 		$11K Hold
1,884
– – ﹤0.01% 547
2016
Q3 		$9K Buy
+1,884
New +$8.54K ﹤0.01% 488

Other funds holding BBD

AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Wellington Management Group
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perigon Wealth Management's BBD Position: Q2 2026 in Review

Perigon Wealth Management reduced its Banco Bradesco (BBD) stake by 46% in Q2 2026, selling an estimated $69.2K and leaving 21,864 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Perigon Wealth Management first reported a position in BBD in Q3 2016 and has held it in 4 quarters since. The position peaked at $149K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Perigon Wealth Management held 21,864 shares of Banco Bradesco worth $75.9K as of Q2 2026.
  • Perigon Wealth Management sold 18,909 Banco Bradesco shares in Q2 2026, an estimated $69.2K.
  • Banco Bradesco made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1412 holding.
  • Perigon Wealth Management first reported a position in Banco Bradesco in Q3 2016 and has held it in 4 quarters since.
  • Perigon Wealth Management's Banco Bradesco position peaked at $149K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.