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Waverly Advisors’s Banco Bradesco BBD Stock Holding History

Waverly 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 		$36.4K Sell
10,493
-4,902
-32% -$17.9K ﹤0.01% 1713
2026
Q1 		$56.2K Sell
15,395
-144
-0.9% -$546 ﹤0.01% 1562
2025
Q4 		$51.7K Hold
15,539
– – ﹤0.01% 1445
2025
Q3 		$52.5K Sell
15,539
-462
-3% -$1.39K ﹤0.01% 1271
2025
Q2 		$49.4K Buy
16,001
+4,666
+41% +$12.3K ﹤0.01% 1177
2025
Q1 		$25.3K Buy
+11,335
New +$23.5K ﹤0.01% 1105
2014
Q4 		– Sell
-2,283
Closed -$13K – 441
2014
Q3 		$13K Hold
2,283
– – 0.01% 411
2014
Q2 		$13K Sell
2,283
-3
-0.1% -$18 0.01% 396
2014
Q1 		$12K Hold
2,286
– – 0.01% 388
2013
Q4 		$11K Buy
+2,286
New +$12.2K ﹤0.01% 535

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

Waverly Advisors's BBD Position: Q2 2026 in Review

Waverly Advisors reduced its Banco Bradesco (BBD) stake by 32% in Q2 2026, selling an estimated $17.9K and leaving 10,493 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Waverly Advisors first reported a position in BBD in Q4 2013 and has held it in 10 quarters since. The position peaked at $56.2K in Q1 2026. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Waverly Advisors held 10,493 shares of Banco Bradesco worth $36.4K as of Q2 2026.
  • Waverly Advisors sold 4,902 Banco Bradesco shares in Q2 2026, an estimated $17.9K.
  • Banco Bradesco made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1713 holding.
  • Waverly Advisors first reported a position in Banco Bradesco in Q4 2013 and has held it in 10 quarters since.
  • Waverly Advisors's Banco Bradesco position peaked at $56.2K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.