Bank of Montreal’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $287K | Buy |
34,236
+960
| +3% | +$8.03K | ﹤0.01% | 2706 |
|
|
2025
Q4 | $238K | Buy |
33,276
+19,393
| +140% | +$138K | ﹤0.01% | 2737 |
|
|
2025
Q3 | $98.9K | Buy |
13,883
+1,439
| +12% | +$9.51K | ﹤0.01% | 2973 |
|
|
2025
Q2 | $82K | Sell |
12,444
-479
| -4% | -$2.92K | ﹤0.01% | 3035 |
|
|
2025
Q1 | $69K | Sell |
12,923
-1,204
| -9% | -$6.06K | ﹤0.01% | 3003 |
|
|
2024
Q4 | $61.8K | Buy |
14,127
+83
| +0.6% | +$427 | ﹤0.01% | 3068 |
|
|
2024
Q3 | $84K | Buy |
+14,044
| New | +$79.1K | ﹤0.01% | 3294 |
|
|
2024
Q2 | – | Sell |
-11,836
| Closed | -$72.5K | – | 4065 |
|
|
2024
Q1 | $72.5K | Sell |
11,836
-386
| -3% | -$2.32K | ﹤0.01% | 3369 |
|
|
2023
Q4 | $75.9K | Sell |
12,222
-1,584
| -11% | -$8.4K | ﹤0.01% | 3449 |
|
|
2023
Q3 | $68.8K | Sell |
13,806
-225
| -2% | -$1.12K | ﹤0.01% | 3369 |
|
|
2023
Q2 | $74.9K | Sell |
14,031
-13,220
| -49% | -$62.5K | ﹤0.01% | 3515 |
|
|
2023
Q1 | $117K | Buy |
27,251
+10,540
| +63% | +$44.7K | ﹤0.01% | 3201 |
|
|
2022
Q4 | $69.5K | Buy |
16,711
+1,553
| +10% | +$7.06K | ﹤0.01% | 3459 |
|
|
2022
Q3 | $70 | Sell |
15,158
-1,445
| -9% | -$6.16K | ﹤0.01% | 3553 |
|
|
2022
Q2 | $68 | Sell |
16,603
-82
| -0.5% | -$364 | ﹤0.01% | 3553 |
|
|
2022
Q1 | $85K | Sell |
16,685
-342,474
| -95% | -$1.44M | ﹤0.01% | 3688 |
|
|
2021
Q4 | $1.19M | Sell |
359,159
-126,163
| -26% | -$454K | ﹤0.01% | 1837 |
|
|
2021
Q3 | $1.88M | Buy |
485,322
+17,491
| +4% | +$71.6K | ﹤0.01% | 2115 |
|
|
2021
Q2 | $2.07M | Buy |
467,831
+2,285
| +0.5% | +$9.21K | ﹤0.01% | 2041 |
|
|
2021
Q1 | $1.61M | Buy |
465,546
+4,670
| +1% | +$17.6K | ﹤0.01% | 1895 |
|
|
2020
Q4 | $1.98M | Buy |
460,876
+5,465
| +1% | +$20.4K | ﹤0.01% | 1829 |
|
|
2020
Q3 | $1.35M | Sell |
455,411
-22,465
| -5% | -$76.3K | ﹤0.01% | 1831 |
|
|
2020
Q2 | $1.76M | Sell |
477,876
-1,143,010
| -71% | -$3.71M | ﹤0.01% | 1697 |
|
|
2020
Q1 | $4.83M | Sell |
1,620,886
-374,776
| -19% | -$1.92M | 0.01% | 997 |
|
|
2019
Q4 | $13.3M | Sell |
1,995,662
-212,072
| -10% | -$1.33M | 0.01% | 842 |
|
|
2019
Q3 | $13.5M | Sell |
2,207,734
-390,912
| -15% | -$2.54M | 0.01% | 760 |
|
|
2019
Q2 | $17.8M | Sell |
2,598,646
-468,546
| -15% | -$2.95M | 0.02% | 681 |
|
|
2019
Q1 | $19.7M | Buy |
3,067,192
+888,169
| +41% | +$6.28M | 0.02% | 610 |
|
|
2018
Q4 | $14.5M | Sell |
2,179,023
-286,872
| -12% | -$1.84M | 0.01% | 655 |
|
|
2018
Q3 | $13.1M | Buy |
2,465,895
+145,342
| +6% | +$781K | 0.01% | 809 |
|
|
2018
Q2 | $11.7M | Buy |
2,320,553
+68,289
| +3% | +$424K | 0.01% | 823 |
|
|
2018
Q1 | $17M | Buy |
2,252,264
+464,541
| +26% | +$3.48M | 0.02% | 662 |
|
|
2017
Q4 | $11.3M | Sell |
1,787,723
-210,124
| -11% | -$1.34M | 0.01% | 815 |
|
|
2017
Q3 | $13.3M | Sell |
1,997,847
-141,122
| -7% | -$862K | 0.01% | 731 |
|
|
2017
Q2 | $11.5M | Buy |
2,138,969
+131,410
| +7% | +$737K | 0.01% | 798 |
|
|
2017
Q1 | $11.8M | Sell |
2,007,559
-199,857
| -9% | -$1.19M | 0.01% | 752 |
|
|
2016
Q4 | $11.1M | Buy |
2,207,416
+46,389
| +2% | +$238K | 0.01% | 765 |
|
|
2016
Q3 | $10.4M | Buy |
2,161,027
+47,346
| +2% | +$224K | 0.01% | 795 |
|
|
2016
Q2 | $8.8M | Buy |
2,113,681
+274,375
| +15% | +$1.06M | 0.01% | 868 |
|
|
2016
Q1 | $6.97M | Sell |
1,839,306
-1,129,340
| -38% | -$3.44M | 0.01% | 902 |
|
|
2015
Q4 | $8.52M | Buy |
2,968,646
+67,081
| +2% | +$213K | 0.01% | 786 |
|
|
2015
Q3 | $8.47M | Sell |
2,901,565
-69,144
| -2% | -$246K | 0.01% | 773 |
|
|
2015
Q2 | $13M | Sell |
2,970,709
-269,551
| -8% | -$1.27M | 0.02% | 690 |
|
|
2015
Q1 | $14.4M | Sell |
3,240,260
-224,569
| -6% | -$1.1M | 0.02% | 643 |
|
|
2014
Q4 | $18.1M | Sell |
3,464,829
-108,289
| -3% | -$609K | 0.02% | 512 |
|
|
2014
Q3 | $19.9M | Buy |
3,573,118
+131,033
| +4% | +$835K | 0.02% | 504 |
|
|
2014
Q2 | $19.8M | Buy |
3,442,085
+3,109,330
| +934% | +$18.3M | 0.02% | 495 |
|
|
2014
Q1 | $1.8M | Buy |
332,755
+47,433
| +17% | +$226K | ﹤0.01% | 1376 |
|
|
2013
Q4 | $1.41M | Buy |
285,322
+61,292
| +27% | +$319K | ﹤0.01% | 1317 |
|
|
2013
Q3 | $1.15M | Buy |
224,030
+218,778
| +4,166% | +$1.03M | ﹤0.01% | 1399 |
|
|
2013
Q2 | $25K | Buy |
+5,252
| New | +$28.6K | ﹤0.01% | 2993 |
|
Other funds holding ITUB
OAG
WGI
Bank of Montreal's ITUB Position: Q1 2026 in Review
Bank of Montreal increased its Itaú Unibanco (ITUB) stake by 2.9% in Q1 2026, buying an estimated $8.03K and bringing the position to 34,236 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.
Bank of Montreal first reported a position in ITUB in Q2 2013 and has held it in 51 quarters since. The position peaked at $19.9M in Q3 2014. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.
- Bank of Montreal held 34,236 shares of Itaú Unibanco worth $287K as of Q1 2026.
- Bank of Montreal bought 960 Itaú Unibanco shares in Q1 2026, an estimated $8.03K.
- Itaú Unibanco made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2706 holding.
- Bank of Montreal first reported a position in Itaú Unibanco in Q2 2013 and has held it in 51 quarters since.
- Bank of Montreal's Itaú Unibanco position peaked at $19.9M in Q3 2014.
- 388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.