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 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Arrowstreet Capital

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

BlackRock New York $5.7T AUM 30.48% 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