AF
ITUB icon

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
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 – 990
2019
Q1 		$1K Buy
+155
New +$1.1K ﹤0.01% 902

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return