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United Capital Financial Advisors’s Banco Bradesco BBD Stock Holding History

United Capital Financial Advisors’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 		$60.8K Buy
17,519
+818
+5% +$3K ﹤0.01% 1606
2026
Q1 		$61K Buy
16,701
+886
+6% +$3.36K ﹤0.01% 1618
2025
Q4 		$52.7K Sell
15,815
-1,847
-10% -$6.29K ﹤0.01% 1361
2025
Q3 		$59.7K Sell
17,662
-408
-2% -$1.23K ﹤0.01% 1194
2025
Q2 		$55.8K Buy
18,070
+1,630
+10% +$4.29K ﹤0.01% 1083
2025
Q1 		$36.7K Sell
16,440
-1,861
-10% -$3.85K ﹤0.01% 1057
2024
Q4 		$35K Buy
18,301
+1,684
+10% +$3.94K ﹤0.01% 1056
2024
Q3 		$44.2K Sell
16,617
-4,554
-22% -$11.7K ﹤0.01% 1043
2024
Q2 		$47.4K Sell
21,171
-8,978
-30% -$23.2K ﹤0.01% 1015
2024
Q1 		$86.2K Sell
30,149
-3,747
-11% -$11.2K ﹤0.01% 1054
2023
Q4 		$119K Buy
+33,896
New +$106K ﹤0.01% 1029
2019
Q3 		– Sell
-20,721
Closed -$153K – 1325
2019
Q2 		$153K Buy
+20,721
New +$142K ﹤0.01% 1387
2018
Q2 		– Sell
-33,280
Closed -$225K – 1307
2018
Q1 		$225K Sell
33,280
-2,816
-8% -$18.8K ﹤0.01% 1198
2017
Q4 		$210K Sell
36,096
-2,041
-5% -$12.2K ﹤0.01% 1225
2017
Q3 		$240K Sell
38,137
-484
-1% -$2.81K ﹤0.01% 1193
2017
Q2 		$187K Buy
38,621
+2,041
+6% +$10.4K ﹤0.01% 1218
2017
Q1 		$194K Buy
36,580
+7,871
+27% +$41.6K ﹤0.01% 1186
2016
Q4 		$129K Buy
+28,709
New +$135K ﹤0.01% 1221
2015
Q4 		– Sell
-721,730
Closed -$1.82M – 1210
2015
Q3 		$1.82M Buy
721,730
+72,089
+11% +$243K 0.02% 546
2015
Q2 		$2.8M Buy
649,641
+176,894
+37% +$815K 0.03% 503
2015
Q1 		$2.38M Buy
472,747
+196,134
+71% +$962K 0.03% 517
2014
Q4 		$1.45M Buy
276,613
+31,184
+13% +$175K 0.02% 550
2014
Q3 		$1.37M Buy
245,429
+55,493
+29% +$347K 0.02% 529
2014
Q2 		$1.08M Buy
189,936
+142,782
+303% +$834K 0.02% 547
2014
Q1 		$253K Buy
+47,154
New +$214K 0.01% 822

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

United Capital Financial Advisors's BBD Position: Q2 2026 in Review

United Capital Financial Advisors increased its Banco Bradesco (BBD) stake by 4.9% in Q2 2026, buying an estimated $3K and bringing the position to 17,519 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

United Capital Financial Advisors first reported a position in BBD in Q1 2014 and has held it in 25 quarters since. The position peaked at $2.8M in Q2 2015. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • United Capital Financial Advisors held 17,519 shares of Banco Bradesco worth $60.8K as of Q2 2026.
  • United Capital Financial Advisors bought 818 Banco Bradesco shares in Q2 2026, an estimated $3K.
  • Banco Bradesco made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1606 holding.
  • United Capital Financial Advisors first reported a position in Banco Bradesco in Q1 2014 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Banco Bradesco position peaked at $2.8M in Q2 2015.
  • 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.