Truffle Hound Capital’s Banco Bradesco BBD Stock Holding History

Truffle Hound Capital’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	$5.21M	Sell	1,500,000 -200,000	-12%	-$732K	1.11%	12
2026 Q1	$6.21M	Hold	1,700,000	–	–	1.61%	13
2025 Q4	$5.66M	Hold	1,700,000	–	–	1.47%	13
2025 Q3	$5.75M	Buy	1,700,000 +200,000	+13%	+$604K	1.61%	14
2025 Q2	$4.63M	Buy	1,500,000 +750,000	+100%	+$1.97M	1.19%	18
2025 Q1	$1.67M	Buy	+750,000	New	+$1.55M	0.6%	38

Other funds holding BBD

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truffle Hound Capital's BBD Position: Q2 2026 in Review

Truffle Hound Capital reduced its Banco Bradesco (BBD) stake by 12% in Q2 2026, selling an estimated $732K and leaving 1,500,000 shares worth $5.21M. The position accounts for 1.11% of the portfolio, ranked #12.

Truffle Hound Capital first reported a position in BBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.21M in Q1 2026. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

Truffle Hound Capital held 1,500,000 shares of Banco Bradesco worth $5.21M as of Q2 2026.
Truffle Hound Capital sold 200,000 Banco Bradesco shares in Q2 2026, an estimated $732K.
Banco Bradesco made up 1.11% of Truffle Hound Capital's portfolio in Q2 2026, its #12 holding.
Truffle Hound Capital first reported a position in Banco Bradesco in Q1 2025 and has held it in 6 quarters since.
Truffle Hound Capital's Banco Bradesco position peaked at $6.21M in Q1 2026.
295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Truffle Hound Capital's 13F filing for Q2 2026, filed 6 Aug 2026.