CIBC Private Wealth Group

CIBC Private Wealth Group’s Itaú Unibanco ITUB Stock Holding History

CIBC Private Wealth Group’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 Q4	$3.86K	Sell	540 -398	-42%	-$2.83K	﹤0.01%	2680
2025 Q3	$6.69K	Buy	938 +283	+43%	+$1.87K	﹤0.01%	2502
2025 Q2	$4.32K	Sell	655 -452	-41%	-$2.75K	﹤0.01%	2482
2025 Q1	$5.63K	Buy	1,107 +596	+117%	+$3K	﹤0.01%	2418
2024 Q4	$2.3K	Hold	511	–	–	﹤0.01%	2671
2024 Q3	$3K	Sell	511 -31,986	-98%	-$180K	﹤0.01%	2728
2024 Q2	$172K	Buy	32,497 +508	+2%	+$2.78K	﹤0.01%	1178
2024 Q1	$187K	Buy	+31,989	New	+$193K	﹤0.01%	1153
2022 Q3	–	Sell	-1,604	Closed	-$6K	–	1051
2022 Q2	$6K	Buy	1,604 +1,172	+271%	+$5.21K	﹤0.01%	1097
2022 Q1	$2K	Buy	+432	New	+$1.82K	﹤0.01%	1223
2018 Q3	–	Sell	-4,564	Closed	-$23K	–	1328
2018 Q2	$23K	Hold	4,564	–	–	﹤0.01%	1364
2018 Q1	$35K	Buy	4,564 +278	+6%	+$2.08K	﹤0.01%	1244
2017 Q4	$27K	Buy	+4,286	New	+$27.4K	﹤0.01%	1344

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Arrowstreet Capital

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

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return