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Plan A Wealth’s Banco Bradesco BBD Stock Holding History

Plan A 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
2026
Q2 		$66.3K Buy
19,103
+544
+3% +$1.99K 0.03% 191
2026
Q1 		$67.7K Buy
18,559
+1,266
+7% +$4.8K 0.03% 171
2025
Q4 		$57.6K Buy
17,293
+2,022
+13% +$6.88K 0.03% 169
2025
Q3 		$51.6K Buy
15,271
+1,493
+11% +$4.51K 0.03% 172
2025
Q2 		$42.6K Buy
+13,778
New +$36.2K 0.02% 151

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

Plan A Wealth's BBD Position: Q2 2026 in Review

Plan A Wealth increased its Banco Bradesco (BBD) stake by 2.9% in Q2 2026, buying an estimated $1.99K and bringing the position to 19,103 shares worth $66.3K. The position accounts for 0.03% of the portfolio, ranked #191.

Plan A Wealth first reported a position in BBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.7K in Q1 2026. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Plan A Wealth held 19,103 shares of Banco Bradesco worth $66.3K as of Q2 2026.
  • Plan A Wealth bought 544 Banco Bradesco shares in Q2 2026, an estimated $1.99K.
  • Banco Bradesco made up 0.03% of Plan A Wealth's portfolio in Q2 2026, its #191 holding.
  • Plan A Wealth first reported a position in Banco Bradesco in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's Banco Bradesco position peaked at $67.7K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.