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Simplicity Wealth’s Banco Bradesco BBD Stock Holding History

Simplicity 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
2025
Q2 		– Sell
-11,731
Closed -$26.2K – 594
2025
Q1 		$26.2K Buy
+11,731
New +$24.3K ﹤0.01% 552
2024
Q3 		– Sell
-77,032
Closed -$173K – 546
2024
Q2 		$173K Buy
77,032
+8,165
+12% +$21.1K ﹤0.01% 1126
2024
Q1 		$197K Buy
+68,867
New +$205K ﹤0.01% 1077

Other funds holding BBD

AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplicity Wealth's BBD Position: Q2 2025 in Review

Simplicity Wealth sold out of Banco Bradesco (BBD) in Q2 2025, closing a stake of 11,731 shares — an estimated $26.2K sold.

Simplicity Wealth first reported a position in BBD in Q1 2024 and held it in 3 quarters. The position peaked at $197K in Q1 2024. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2025.

  • Simplicity Wealth reported no remaining Banco Bradesco position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 11,731 Banco Bradesco shares in Q2 2025, an estimated $26.2K.
  • Simplicity Wealth first reported a position in Banco Bradesco in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Banco Bradesco position peaked at $197K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.