Allied Private Wealth’s Itaú Unibanco ITUB Stock Holding History

Allied Private Wealth’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.36K	Buy	+657	New	+$5.45K	﹤0.01%	608

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allied Private Wealth's ITUB Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 657 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings.

392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Allied Private Wealth held 657 shares of Itaú Unibanco worth $5.36K as of Q2 2026.
Itaú Unibanco was a new Allied Private Wealth position in Q2 2026.
Itaú Unibanco made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #608 holding.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.