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XXI Wealth LLC’s Banco Bradesco BBDO Stock Holding History

XXI Wealth LLC’s Portfolio BBDO Stock Details BBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.4K Sell
13,147
-2,170
-14% -$7.06K 0.02% 226
2026
Q1 		$50.4K Buy
+15,317
New +$51.6K 0.03% 209

Other funds holding BBDO

OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

XXI Wealth LLC's BBDO Position: Q2 2026 in Review

XXI Wealth LLC reduced its Banco Bradesco (BBDO) stake by 14% in Q2 2026, selling an estimated $7.06K and leaving 13,147 shares worth $39.4K. The position accounts for 0.02% of the portfolio, ranked #226.

XXI Wealth LLC first reported a position in BBDO in Q1 2026 and has held it in 2 quarters since. The position peaked at $50.4K in Q1 2026. 54 funds tracked by Wall St. Rank hold BBDO as of Q2 2026.

  • XXI Wealth LLC held 13,147 shares of Banco Bradesco worth $39.4K as of Q2 2026.
  • XXI Wealth LLC sold 2,170 Banco Bradesco shares in Q2 2026, an estimated $7.06K.
  • Banco Bradesco made up 0.02% of XXI Wealth LLC's portfolio in Q2 2026, its #226 holding.
  • XXI Wealth LLC first reported a position in Banco Bradesco in Q1 2026 and has held it in 2 quarters since.
  • XXI Wealth LLC's Banco Bradesco position peaked at $50.4K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.