Intergy Private Wealth, LLC

Position in BBD — Bank Bradesco

CIK 1911342 COLORADO SPRINGS, CO

Position in BBD

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$45,796

+$15,383 QoQ

Shares Held

13,920

+31.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $4,584,896 across 5 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	14,529	$3,577,330
2	HBAN	Huntington Bancshares Inc /Md/	22,328	$395,875
3	USB	US Bancorp De	4,885	$295,054
4	TFC	Truist Financial Corp	4,464	$222,396
5	LYG	Lloyds Banking Group plc	16,165	$94,241

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 BBDO	$45,796	13,920	+31.4%	Shares	Sole	2026-04-16
2025-12-31 BBDO	$30,413	10,597	—	Shares	Sole	2026-01-22
No filing history on record for this holder in this stock.