Root Financial Partners
BBD icon

Root Financial Partners’s Banco Bradesco BBD Stock Holding History

Root Financial Partners’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 		$1.98K Buy
+561
New +$1.92K ﹤0.01% 2650
2026
Q2 		– Sell
-561
Closed -$2.05K – 690
2026
Q1 		$2.05K Buy
+561
New +$2.13K ﹤0.01% 2303

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Root Financial Partners's BBD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Banco Bradesco (BBD) in Q3 2026: 561 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #2650 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBD as recently as Q1 2026.

Root Financial Partners first reported a position in BBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.05K in Q1 2026. 207 funds tracked by Wall St. Rank hold BBD as of Q3 2026.

  • Root Financial Partners held 561 shares of Banco Bradesco worth $1.98K as of Q3 2026.
  • Banco Bradesco was a new Root Financial Partners position in Q3 2026.
  • Banco Bradesco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2650 holding.
  • Root Financial Partners first reported a position in Banco Bradesco in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Banco Bradesco position peaked at $2.05K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.