Congress Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Congress Wealth Management’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 Q2	$325K	Sell	49,294 -14,682	-23%	-$89.5K	﹤0.01%	1042
2025 Q1	$342K	Buy	63,976 +5,812	+10%	+$29.2K	﹤0.01%	915
2024 Q4	$255K	Sell	58,164 -9,657	-14%	-$49.7K	﹤0.01%	800
2024 Q3	$398K	Sell	67,821 -285	-0.4%	-$1.6K	0.01%	676
2024 Q2	$351K	Sell	68,106 -737	-1%	-$4.03K	0.01%	583
2024 Q1	$421K	Sell	68,843 -13,759	-17%	-$82.8K	0.01%	463
2023 Q4	$507K	Buy	+82,602	New	+$438K	0.01%	463

Other funds holding ITUB

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Wealth Management's ITUB Position: Q2 2025 in Review

Congress Wealth Management reduced its Itaú Unibanco (ITUB) stake by 23% in Q2 2025, selling an estimated $89.5K and leaving 49,294 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Congress Wealth Management first reported a position in ITUB in Q4 2023 and has held it in 7 quarters since. The position peaked at $507K in Q4 2023. 333 funds tracked by Wall St. Rank hold ITUB as of Q2 2025.

Congress Wealth Management held 49,294 shares of Itaú Unibanco worth $325K as of Q2 2025.
Congress Wealth Management sold 14,682 Itaú Unibanco shares in Q2 2025, an estimated $89.5K.
Itaú Unibanco made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1042 holding.
Congress Wealth Management first reported a position in Itaú Unibanco in Q4 2023 and has held it in 7 quarters since.
Congress Wealth Management's Itaú Unibanco position peaked at $507K in Q4 2023.
333 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.