Summit Securities Group’s Banco Bradesco BBD Stock Holding History

Summit Securities Group’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	-9,120	Closed	-$20.3K	–	1093
2025 Q1	$20.3K	Buy	+9,120	New	+$18.9K	﹤0.01%	463
2024 Q4	–	Sell	-11,255	Closed	-$30K	–	639
2024 Q3	$30K	Buy	+11,255	New	+$28.8K	0.01%	284
2021 Q1	–	Sell	-30,371	Closed	-$132K	–	568
2020 Q4	$132K	Buy	+30,371	New	+$111K	0.01%	532
2020 Q1	–	Sell	-48,768	Closed	-$328K	–	301
2019 Q4	$328K	Buy	+48,768	New	+$305K	0.02%	330
2019 Q1	–	Sell	-16,291	Closed	-$101K	–	203
2018 Q4	$101K	Buy	+16,291	New	+$94.6K	0.01%	294
2017 Q2	–	Sell	-84,886	Closed	-$450K	–	245
2017 Q1	$450K	Buy	+84,886	New	+$448K	0.13%	151
2016 Q1	–	Sell	-23,810	Closed	-$54K	–	153
2015 Q4	$54K	Buy	+23,810	New	+$62.5K	0.02%	225
2015 Q2	–	Sell	-3,189	Closed	-$14K	–	464
2015 Q1	$14K	Buy	+3,189	New	+$15.6K	0.01%	261

Other funds holding BBD

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

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

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

Summit Securities Group's BBD Position: Q2 2025 in Review

Summit Securities Group sold out of Banco Bradesco (BBD) in Q2 2025, closing a stake of 9,120 shares — an estimated $20.3K sold.

Summit Securities Group first reported a position in BBD in Q1 2015 and held it in 8 quarters. The position peaked at $450K in Q1 2017. 244 funds tracked by Wall St. Rank hold BBD as of Q2 2025.

Summit Securities Group reported no remaining Banco Bradesco position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 9,120 Banco Bradesco shares in Q2 2025, an estimated $20.3K.
Summit Securities Group first reported a position in Banco Bradesco in Q1 2015 and held it in 8 quarters.
Summit Securities Group's Banco Bradesco position peaked at $450K in Q1 2017.
244 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.