Wealth Enhancement Advisory Services
BBD icon

Wealth Enhancement Advisory Services’s Banco Bradesco BBD Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$45.1K Buy
+10,641
New +$36.5K ﹤0.01% 4052
2025
Q4 		– Sell
-10,665
Closed -$33.3K – 3666
2025
Q3 		$33.3K Sell
10,665
-384
-3% -$1.16K ﹤0.01% 3465
2025
Q2 		$34.3K Sell
11,049
-31,339
-74% -$82.4K ﹤0.01% 3257
2025
Q1 		$94.5K Sell
42,388
-12,469
-23% -$25.8K ﹤0.01% 2770
2024
Q4 		$105K Sell
54,857
-1,625
-3% -$3.81K ﹤0.01% 2803
2024
Q3 		$150K Buy
56,482
+3,464
+7% +$8.88K ﹤0.01% 2495
2024
Q2 		$119K Sell
53,018
-17,063
-24% -$44.1K ﹤0.01% 2385
2024
Q1 		$200K Sell
70,081
-20,606
-23% -$61.4K ﹤0.01% 2202
2023
Q4 		$317K Buy
90,687
+12,225
+16% +$38.4K ﹤0.01% 1777
2023
Q3 		$224K Buy
+78,462
New +$248K ﹤0.01% 1935

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PL
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AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's BBD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Banco Bradesco (BBD) in Q3 2026: 10,641 shares worth $45.1K. The stake represents ﹤0.01% of the portfolio and ranks #4052 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in BBD as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in BBD in Q3 2023 and has held it in 10 quarters since. The position peaked at $317K in Q4 2023. 13 funds tracked by Wall St. Rank hold BBD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,641 shares of Banco Bradesco worth $45.1K as of Q3 2026.
  • Banco Bradesco was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Banco Bradesco made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4052 holding.
  • Wealth Enhancement Advisory Services first reported a position in Banco Bradesco in Q3 2023 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Banco Bradesco position peaked at $317K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Banco Bradesco as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.