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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
Q2 		– Sell
-561
Closed -$2.05K – 690
2026
Q1 		$2.05K Buy
+561
New +$2.13K ﹤0.01% 2303

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IUHSA
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Root Financial Partners's BBD Position: Q2 2026 in Review

Root Financial Partners sold out of Banco Bradesco (BBD) in Q2 2026, closing a stake of 561 shares — an estimated $2.05K sold.

Root Financial Partners first reported a position in BBD in Q1 2026 and held it in 1 quarter. The position peaked at $2.05K in Q1 2026. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Root Financial Partners reported no remaining Banco Bradesco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 561 Banco Bradesco shares in Q2 2026, an estimated $2.05K.
  • Root Financial Partners first reported a position in Banco Bradesco in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Banco Bradesco position peaked at $2.05K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.