Allworth Financial’s Itaú Unibanco ITUB Stock Holding History

Allworth Financial’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	$19K	Sell	2,320 -3,208	-58%	-$26.6K	﹤0.01%	3245
2026 Q1	$46.3K	Buy	5,528 +4,064	+278%	+$34K	﹤0.01%	2378
2025 Q4	$10.5K	Sell	1,464 -81	-5%	-$576	﹤0.01%	3237
2025 Q3	$11K	Buy	1,545 +639	+71%	+$4.22K	﹤0.01%	3082
2025 Q2	$5.98K	Buy	906 +330	+57%	+$2.01K	﹤0.01%	3172
2025 Q1	$3.43K	Sell	576 -45	-7%	-$226	﹤0.01%	2969
2024 Q4	$3K	Hold	621	–	–	﹤0.01%	2992
2024 Q3	$3.65K	Hold	621	–	–	﹤0.01%	2706
2024 Q2	$3.37K	Hold	621	–	–	﹤0.01%	2694
2024 Q1	$3.8K	Hold	621	–	–	﹤0.01%	2523
2023 Q4	$3.81K	Buy	621 +522	+527%	+$2.77K	﹤0.01%	2385
2023 Q3	$468	Sell	99 -240	-71%	-$1.2K	﹤0.01%	3061
2023 Q2	$1.76K	Hold	339	–	–	﹤0.01%	2532
2023 Q1	$1.46K	Buy	+339	New	+$1.44K	﹤0.01%	2536
2019 Q2	–	Sell	-155	Closed	-$1K	–	988
2019 Q1	$1K	Buy	+155	New	+$1.1K	﹤0.01%	902

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

Allworth Financial's ITUB Position: Q2 2026 in Review

Allworth Financial reduced its Itaú Unibanco (ITUB) stake by 58% in Q2 2026, selling an estimated $26.6K and leaving 2,320 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

Allworth Financial first reported a position in ITUB in Q1 2019 and has held it in 15 quarters since. The position peaked at $46.3K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Allworth Financial held 2,320 shares of Itaú Unibanco worth $19K as of Q2 2026.
Allworth Financial sold 3,208 Itaú Unibanco shares in Q2 2026, an estimated $26.6K.
Itaú Unibanco made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3245 holding.
Allworth Financial first reported a position in Itaú Unibanco in Q1 2019 and has held it in 15 quarters since.
Allworth Financial's Itaú Unibanco position peaked at $46.3K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.