FFA
ITUB icon

Farther Finance Advisors’s Itaú Unibanco ITUB Stock Holding History

Farther Finance Advisors’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
2026
Q3 		$110K Buy
12,892
+3,661
+40% +$29.5K ﹤0.01% 2785
2026
Q2 		$75.5K Sell
9,231
-3,095
-25% -$25.6K ﹤0.01% 2933
2026
Q1 		$105K Buy
12,326
+5,684
+86% +$47.6K ﹤0.01% 2478
2025
Q4 		$47.6K Buy
6,642
+1,759
+36% +$12.5K ﹤0.01% 2856
2025
Q3 		$34.8K Buy
4,883
+435
+10% +$2.87K ﹤0.01% 2674
2025
Q2 		$29.3K Buy
4,448
+4,327
+3,576% +$26.4K ﹤0.01% 2436
2025
Q1 		$647 Sell
121
-107
-47% -$538 ﹤0.01% 3729
2024
Q4 		$999 Sell
228
-220
-49% -$1.13K ﹤0.01% 3251
2024
Q3 		$2.63K Sell
448
-214
-32% -$1.21K ﹤0.01% 2896
2024
Q2 		$3.35K Buy
662
+11
+2% +$60 ﹤0.01% 2576
2024
Q1 		$3.81K Sell
651
-49
-7% -$295 ﹤0.01% 2189
2023
Q4 		$4.29K Sell
700
-210
-23% -$1.11K ﹤0.01% 2047
2023
Q3 		$4.31K Buy
+910
New +$4.54K ﹤0.01% 1565

Other funds holding ITUB

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HGP
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Farther Finance Advisors's ITUB Position: Q3 2026 in Review

Farther Finance Advisors increased its Itaú Unibanco (ITUB) stake by 40% in Q3 2026, buying an estimated $29.5K and bringing the position to 12,892 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Farther Finance Advisors first reported a position in ITUB in Q3 2023 and has held it in 13 quarters since. 17 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Farther Finance Advisors held 12,892 shares of Itaú Unibanco worth $110K as of Q3 2026.
  • Farther Finance Advisors bought 3,661 Itaú Unibanco shares in Q3 2026, an estimated $29.5K.
  • Itaú Unibanco made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2785 holding.
  • Farther Finance Advisors first reported a position in Itaú Unibanco in Q3 2023 and has held it in 13 quarters since.
  • 17 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.