Aviso Financial
ITUB icon

Aviso Financial’s Itaú Unibanco ITUB Stock Holding History

Aviso 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
Q3 		$214K Buy
25,088
+950
+4% +$7.66K 0.01% 200
2026
Q2 		$197K Buy
24,138
+1,910
+9% +$15.8K 0.01% 196
2026
Q1 		$186K Sell
22,228
-13
-0.1% -$109 0.01% 222
2025
Q4 		$159K Buy
22,241
+1,532
+7% +$10.9K 0.01% 224
2025
Q3 		$148K Buy
20,709
+2,921
+16% +$19.3K 0.01% 236
2025
Q2 		$117K Buy
17,788
+1,040
+6% +$6.34K 0.01% 242
2025
Q1 		$89.4K Buy
16,748
+2,164
+15% +$10.9K ﹤0.01% 251
2024
Q4 		$63.8K Buy
14,584
+1,644
+13% +$8.46K ﹤0.01% 261
2024
Q3 		$76K Buy
12,940
+1,271
+11% +$7.16K ﹤0.01% 257
2024
Q2 		$60K Buy
+11,669
New +$63.8K ﹤0.01% 255

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Aviso Financial's ITUB Position: Q3 2026 in Review

Aviso Financial increased its Itaú Unibanco (ITUB) stake by 3.9% in Q3 2026, buying an estimated $7.66K and bringing the position to 25,088 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #200.

Aviso Financial first reported a position in ITUB in Q2 2024 and has held it in 10 quarters since. 312 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Aviso Financial held 25,088 shares of Itaú Unibanco worth $214K as of Q3 2026.
  • Aviso Financial bought 950 Itaú Unibanco shares in Q3 2026, an estimated $7.66K.
  • Itaú Unibanco made up 0.01% of Aviso Financial's portfolio in Q3 2026, its #200 holding.
  • Aviso Financial first reported a position in Itaú Unibanco in Q2 2024 and has held it in 10 quarters since.
  • 312 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.