PDS Planning, Inc

Position in BBD — Bank Bradesco

CIK 838618 DUBLIN, OH

Position in BBD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$146,954

-$6,513 QoQ

Shares Held

42,350

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#181

of 303 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. BBD ranks #23 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	126,637	$2,245,274
2	KB	KB Financial Group Inc.	11,908	$1,249,863
3	SHG	Shinhan Financial Group Co Ltd	19,494	$1,232,995
4	IBN	Icici Bank Ltd	39,669	$1,151,591
5	WF	Woori Financial Group Inc.	18,515	$1,062,761
6	MFG	Mizuho Financial Group Inc	78,912	$755,976
7	USB	US Bancorp De	9,314	$562,565
8	FITB	Fifth Third Bancorp	8,844	$498,536

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,954	42,350	+0.7%	Shares	Sole	2026-08-05
2026-03-31	$153,467	42,046	+12.6%	Shares	Sole	2026-04-22
2025-12-31	$124,388	37,354	0.0%	Shares	Sole	2026-01-26
2025-09-30	$126,256	37,354	+11.1%	Shares	Sole	2025-10-21
2025-06-30	$103,879	33,618	+16.9%	Shares	Sole	2025-07-24
2025-03-31	$64,145	28,765	+48.2%	Shares	Sole	2025-04-24
2024-12-31	$37,084	19,416	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$51,093	19,208	-32.3%	Shares	Sole	2024-10-30
2024-06-30	$63,593	28,390	-37.6%	Shares	Sole	2024-08-08
2024-03-31	$130,161	45,511	-4.9%	Shares	Sole	2024-05-01
2023-12-31	$167,534	47,867	-1.4%	Shares	Sole	2024-02-01
2023-09-30	$138,293	48,524	0.0%	Shares	Sole	2023-10-23
2023-06-30	$167,893	48,524	+2.0%	Shares	Sole	2023-07-21
2023-03-31	$124,620	47,565	+263.5%	Shares	Sole	2023-05-02
2022-09-30	$48,152	13,085	+12.3%	Shares	Sole	2022-11-02
2022-06-30	$37,985	11,652	—	Shares	Sole	2022-07-15
No filing history on record for this holder in this stock.