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 Q1	$2.05K	Buy	+561	New	+$2.13K	﹤0.01%	2303

Other funds holding BBD

Aquamarine Financial George Town $1.37B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's BBD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Banco Bradesco (BBD) in Q1 2026: 561 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #2303 among its holdings.

289 funds tracked by Wall St. Rank hold BBD as of Q1 2026.

Root Financial Partners held 561 shares of Banco Bradesco worth $2.05K as of Q1 2026.
Banco Bradesco was a new Root Financial Partners position in Q1 2026.
Banco Bradesco made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2303 holding.
289 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.