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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
2026
Q2 		$39.6K Buy
+11,422
New +$41.8K ﹤0.01% 1008
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

AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplicity Wealth's BBD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Banco Bradesco (BBD) in Q2 2026: 11,422 shares worth $39.6K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in BBD as recently as Q1 2025.

Simplicity Wealth first reported a position in BBD in Q1 2024 and has held it in 4 quarters since. The position peaked at $197K in Q1 2024. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Simplicity Wealth held 11,422 shares of Banco Bradesco worth $39.6K as of Q2 2026.
  • Banco Bradesco was a new Simplicity Wealth position in Q2 2026.
  • Banco Bradesco made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #1008 holding.
  • Simplicity Wealth first reported a position in Banco Bradesco in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Banco Bradesco position peaked at $197K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.