Compound Planning, Inc.

Position in BBD — Bank Bradesco

CIK 1978879 NEW YORK, NY

Position in BBD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$591,603

-$28,920 QoQ

Shares Held

172,188

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#125

of 303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $28,976,997 across 37 Banks - Regional names. BBD ranks #18 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	415,779	$2,423,990
2	MFG	Mizuho Financial Group Inc	240,425	$2,303,270
3	PNC	Pnc Financial Services Group, Inc.	8,573	$2,110,844
4	USB	US Bancorp De	25,986	$1,569,554
5	KB	KB Financial Group Inc.	13,451	$1,411,816
6	NWG	NatWest Group plc	77,411	$1,364,755
7	DB	Deutsche Bank Aktiengesellschaft	39,731	$1,341,317
8	TFC	Truist Financial Corp	26,134	$1,301,995

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BBDO	$37,587	12,529	-0.3%	Shares	Other	2026-08-04
2026-06-30	$554,016	159,659	+0.6%	Shares	Sole	2026-08-04
2026-03-31 BBDO	$41,342	12,566	-9.6%	Shares	Other	2026-05-14
2026-03-31	$579,181	158,680	+2.1%	Shares	Other	2026-05-14
2025-12-31 BBDO	$39,872	13,893	+17.8%	Shares	Defined	2026-02-19
2025-12-31	$517,591	155,433	+7.7%	Shares	Sole	2026-02-19
2025-09-30 BBDO	$34,556	11,794	—	Shares	Sole	2025-11-10
2025-09-30	$487,592	144,258	+10.4%	Shares	Sole	2025-11-10
2025-06-30	$403,884	130,707	+16.7%	Shares	Sole	2025-08-14
2025-03-31	$249,780	112,009	+124.9%	Shares	Sole	2025-05-14
2024-12-31	$95,119	49,801	-59.9%	Shares	Sole	2025-01-17
2024-09-30	$330,340	124,188	+38.3%	Shares	Sole	2024-10-08
2024-06-30	$201,192	89,818	+67.3%	Shares	Sole	2024-07-26
2024-03-31	$153,561	53,693	-28.4%	Shares	Sole	2024-05-07
2023-12-31	$262,500	75,000	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.