BNB SELEÇÃO
Ações Índice Ativo · CNPJ 63.375.216/0001-51 · benchmark Ibovespa
Portfolio as of September 2026
AUM
R$93.5M
In stocks
R$67.2M
Stocks
22
YTD
▲ 26.8%
12 months
▲ 36.3%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Disclosed so far
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Hatched months still have confidential positions.
Portfolio
Changes vs. August 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 PETR4 | Petroleo Brasileiro SA | 19.2% | R$12.9M | Trimmed−R$609.1K | ▲ 18.5% | Energy Minerals |
 ITUB4 | Itau Unibanco Holding SA | 13.9% | R$9.4M | Held | ▲ 10.2% | Finance |
 VALE3 | Vale S.A. | 11.0% | R$7.4M | Held | ▼ 6.4% | Non-Energy Minerals |
 EQTL3 | Equatorial S.A. | 7.5% | R$5.0M | Held | ▲ 22.0% | Utilities |
 BBDC4 | Banco Bradesco SA | 6.6% | R$4.4M | Held | ▲ 11.7% | Finance |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 6.1% | R$4.1M | Held | ▲ 29.3% | Finance |
 BBSE3 | BB Seguridade Participacoes SA | 6.1% | R$4.1M | Held | ▲ 8.0% | Finance |
 CMIG4 | Companhia Energetica de Minas Gerais SA | 5.0% | R$3.4M | Held | ▲ 6.0% | Utilities |
 ALOS3 | Allos S.A. | 4.4% | R$2.9M | Held | ▲ 21.1% | Finance |
 TOTS3 | TOTVS S.A. | 2.8% | R$1.9M | Held | ▲ 25.8% | Technology Services |
 RAIL3 | Rumo SA | 2.6% | R$1.8M | Held | ▲ 18.5% | Transportation |
 WEGE3 | WEG SA | 2.4% | R$1.6M | Held | ▼ 1.4% | Producer Manufacturing |
 GGBR4 | Gerdau S.A. | 2.1% | R$1.4M | Held | ▲ 8.2% | Non-Energy Minerals |
 PSSA3 | Porto Seguro S.A. | 1.8% | R$1.2M | Held | ▲ 11.3% | Finance |
 VBBR3 | Vibra Energia SA | 1.4% | R$973.4K | Held | ▼ 1.3% | Retail Trade |
 CURY3 | Cury Construtora e Incorporadora SA | 1.4% | R$909.9K | AddedR$477.1K | ▲ 18.1% | Finance |
 LREN3 | Lojas Renner S.A. | 1.4% | R$907.7K | Held | ▲ 28.7% | Retail Trade |
 LEVE3 | Mahle-Metal Leve S.A. | 1.1% | R$716.9K | Held | ▲ 13.7% | Producer Manufacturing |
 VISA34 | Visa Inc. | 1.0% | R$665.3K | Held | ▲ 6.6% | BDR |
 MBRF3 | MBRF Global Foods Company S.A. | 0.9% | R$606.0K | Held | ▲ 10.5% | Consumer Non-Durables |
 RDOR3 | Rede D'Or Sao Luiz SA | 0.8% | R$524.6K | New | ▲ 15.1% | Health Services |
 FLRY3 | Fleury SA | 0.7% | R$460.4K | Trimmed−R$957.2K | ▲ 23.7% | Health Services |