Samalin Investment Counsel, LLC BBD BANCO BRADESCO SA SP ADR PFD NEW ISIN # US0594603039 SEDOL # B00FSK0

Ownership history in Samalin Investment Counsel, LLC  ·  18 quarters on record

AI Ownership Summary

Samalin Investment Counsel, LLC reported BANCO BRADESCO SA SP ADR PFD NEW ISIN # US0594603039 SEDOL # B00FSK0 (BBD) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows BBD at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Samalin Investment Counsel, LLC's position in BANCO BRADESCO SA SP ADR PFD NEW ISIN # US0594603039 SEDOL # B00FSK0, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Samalin Investment Counsel, LLC held BBD — position size vs. price
% of Fund (quarterly)    BBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 42,597 +356 +0.8% 0.06% $155K 2026-04-23 $3.93
2025 Q4 REDUCED 15.9% +9.8% 42,241 -7,973 -15.9% 0.05% $141K 2026-01-30 $3.97
2025 Q3 ADDED 50,214 +714 +1.4% 0.06% $170K 2025-10-30 $3.32
2025 Q1 ADDED 49,500 +4,000 +8.8% 0.04% $110K 2025-05-14 $2.64
2024 Q4 ADDED 45,500 +1,881 +4.3% 0.04% $87K 2025-02-11 $2.04
2024 Q3 ADDED 43,619 +3,101 +7.7% 0.05% $116K 2024-11-13 $2.11
2024 Q2 ADDED 40,518 +13,999 +52.8% 0.04% $91K 2024-08-13 $2.46
2024 Q1 ADDED 26,519 +1,001 +3.9% 0.04% $76K 2024-05-13 $2.26
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBD

As of 2026 Q2 — sorted by position size

Hilltop National Bank 0.02% Global Wealth Strategies & Associates 3Y 0.01%

FAQ About Samalin Investment Counsel, LLC and BBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Samalin Investment Counsel, LLC reported owning BBD?

Samalin Investment Counsel, LLC reported BBD across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BBD position in Samalin Investment Counsel, LLC's portfolio?

The largest reported portfolio weight for BBD was 0.06% in 2025 Q3.

What is the latest reported BBD position on this page?

The most recent filing on this page is 2026 Q1, when Samalin Investment Counsel, LLC reported 42,597 shares, equal to 0.06% of portfolio, with an estimated market value of $155K.

What does the chart on this BBD ownership page compare?

The chart compares Samalin Investment Counsel, LLC's quarterly BBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Samalin Investment Counsel, LLC time their BBD position?

Based on 13F filing dates vs. subsequent BBD price moves, Samalin Investment Counsel, LLC correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on BBD relative to SPY over the holding period was -6.3%.

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