Beacon Capital Management LLC (Tennessee)’s Itaú Unibanco ITUB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-406	Closed	-$2.67K	–	569
2025 Q2	$2.67K	Buy	406 +1	+0.2%	+$6	﹤0.01%	855
2025 Q1	$2.16K	Buy	405 +21	+5%	+$106	﹤0.01%	931
2024 Q4	$1.68K	Hold	384	–	–	﹤0.01%	923
2024 Q3	$2.25K	Hold	384	–	–	﹤0.01%	977
2024 Q2	$1.98K	Hold	384	–	–	﹤0.01%	864
2024 Q1	$2.35K	Buy	+384	New	+$2.31K	﹤0.01%	849

Other funds holding ITUB

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ITUB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Itaú Unibanco (ITUB) in Q3 2025, closing a stake of 406 shares — an estimated $2.67K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ITUB in Q1 2024 and held it in 6 quarters. The position peaked at $2.67K in Q2 2025. 335 funds tracked by Wall St. Rank hold ITUB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Itaú Unibanco position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 406 Itaú Unibanco shares in Q3 2025, an estimated $2.67K.
Beacon Capital Management LLC (Tennessee) first reported a position in Itaú Unibanco in Q1 2024 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s Itaú Unibanco position peaked at $2.67K in Q2 2025.
335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.