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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
Q3 		$82.1K Buy
23,327
+4,224
+22% +$14.5K 0.03% 198
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Plan A Wealth's BBD Position: Q3 2026 in Review

Plan A Wealth increased its Banco Bradesco (BBD) stake by 22% in Q3 2026, buying an estimated $14.5K and bringing the position to 23,327 shares worth $82.1K. The position accounts for 0.03% of the portfolio, ranked #198.

Plan A Wealth first reported a position in BBD in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold BBD as of Q3 2026.

  • Plan A Wealth held 23,327 shares of Banco Bradesco worth $82.1K as of Q3 2026.
  • Plan A Wealth bought 4,224 Banco Bradesco shares in Q3 2026, an estimated $14.5K.
  • Banco Bradesco made up 0.03% of Plan A Wealth's portfolio in Q3 2026, its #198 holding.
  • Plan A Wealth first reported a position in Banco Bradesco in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.