CIBC Private Wealth Group
ITUB icon

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
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group's ITUB Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Itaú Unibanco (ITUB) stake by 42% in Q4 2025, selling an estimated $2.83K and leaving 540 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

CIBC Private Wealth Group first reported a position in ITUB in Q4 2017 and has held it in 13 quarters since. The position peaked at $187K in Q1 2024. 383 funds tracked by Wall St. Rank hold ITUB as of Q4 2025.

  • CIBC Private Wealth Group held 540 shares of Itaú Unibanco worth $3.86K as of Q4 2025.
  • CIBC Private Wealth Group sold 398 Itaú Unibanco shares in Q4 2025, an estimated $2.83K.
  • Itaú Unibanco made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2680 holding.
  • CIBC Private Wealth Group first reported a position in Itaú Unibanco in Q4 2017 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's Itaú Unibanco position peaked at $187K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.