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Whipplewood Advisors’s Banco Bradesco BBD Stock Holding History

Whipplewood 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 		$1.15K Sell
330
-924
-74% -$3.38K ﹤0.01% 527
2026
Q1 		$4.58K Buy
1,254
+1,090
+665% +$4.13K ﹤0.01% 629
2025
Q4 		$546 Buy
+164
New +$558 ﹤0.01% 453
2025
Q3 		– Sell
-2,167
Closed -$6.7K – 379
2025
Q2 		$6.7K Sell
2,167
-27
-1% -$71 ﹤0.01% 641
2025
Q1 		$6.64K Sell
2,194
-1,634
-43% -$3.38K ﹤0.01% 640
2024
Q4 		$7.31K Buy
+3,828
New +$8.96K ﹤0.01% 617

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

Whipplewood Advisors's BBD Position: Q2 2026 in Review

Whipplewood Advisors reduced its Banco Bradesco (BBD) stake by 74% in Q2 2026, selling an estimated $3.38K and leaving 330 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Whipplewood Advisors first reported a position in BBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.31K in Q4 2024. 295 funds tracked by Wall St. Rank hold BBD as of Q2 2026.

  • Whipplewood Advisors held 330 shares of Banco Bradesco worth $1.15K as of Q2 2026.
  • Whipplewood Advisors sold 924 Banco Bradesco shares in Q2 2026, an estimated $3.38K.
  • Banco Bradesco made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #527 holding.
  • Whipplewood Advisors first reported a position in Banco Bradesco in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Banco Bradesco position peaked at $7.31K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.