Financial Counselors Inc’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,751
| Closed | -$244K | – | 269 |
|
|
2025
Q1 | $244K | Sell |
45,751
-17,669
| -28% | -$88.9K | ﹤0.01% | 545 |
|
|
2024
Q4 | $278K | Sell |
63,420
-2,340
| -4% | -$12K | ﹤0.01% | 514 |
|
|
2024
Q3 | $386K | Buy |
65,760
+6,653
| +11% | +$37.5K | 0.01% | 471 |
|
|
2024
Q2 | $305K | Sell |
59,107
-116
| -0.2% | -$635 | ﹤0.01% | 486 |
|
|
2024
Q1 | $362K | Hold |
59,223
| – | – | 0.01% | 462 |
|
|
2023
Q4 | $363K | Buy |
59,223
+8,367
| +16% | +$44.4K | 0.01% | 449 |
|
|
2023
Q3 | $241K | Sell |
50,856
-2,104
| -4% | -$10.5K | ﹤0.01% | 505 |
|
|
2023
Q2 | $276K | Hold |
52,960
| – | – | 0.01% | 435 |
|
|
2023
Q1 | $228K | Sell |
52,960
-1,133
| -2% | -$4.8K | ﹤0.01% | 463 |
|
|
2022
Q4 | $225K | Buy |
54,093
+1,133
| +2% | +$5.15K | 0.01% | 467 |
|
|
2022
Q3 | $242K | Buy |
52,960
+70
| +0.1% | +$299 | 0.01% | 438 |
|
|
2022
Q2 | $200K | Hold |
52,890
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $267K | Buy |
52,890
+9,714
| +22% | +$40.9K | 0.01% | 451 |
|
|
2021
Q4 | $143K | Sell |
43,176
-8,717
| -17% | -$31.4K | ﹤0.01% | 504 |
|
|
2021
Q3 | $199K | Hold |
51,893
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $227K | Buy |
51,893
+21,043
| +68% | +$84.8K | ﹤0.01% | 495 |
|
|
2021
Q1 | $111K | Sell |
30,850
-218
| -0.7% | -$823 | ﹤0.01% | 522 |
|
|
2020
Q4 | $138K | Hold |
31,068
| – | – | ﹤0.01% | 521 |
|
|
2020
Q3 | $90K | Sell |
31,068
-1,192
| -4% | -$4.05K | ﹤0.01% | 494 |
|
|
2020
Q2 | $110K | Sell |
32,260
-1,389
| -4% | -$4.5K | ﹤0.01% | 503 |
|
|
2020
Q1 | $110K | Sell |
33,649
-39
| -0.1% | -$200 | ﹤0.01% | 458 |
|
|
2019
Q4 | $224K | Buy |
33,688
+361
| +1% | +$2.26K | 0.01% | 495 |
|
|
2019
Q3 | $204K | Sell |
33,327
-1,940
| -6% | -$12.6K | 0.01% | 503 |
|
|
2019
Q2 | $242K | Sell |
35,267
-365
| -1% | -$2.3K | 0.01% | 451 |
|
|
2019
Q1 | $228K | Buy |
35,632
+1,558
| +5% | +$11K | 0.01% | 462 |
|
|
2018
Q4 | $227K | Sell |
34,074
-9
| -0% | -$58 | 0.01% | 412 |
|
|
2018
Q3 | $182K | Hold |
34,083
| – | – | 0.01% | 473 |
|
|
2018
Q2 | $172K | Sell |
34,083
-4,535
| -12% | -$28.2K | 0.01% | 473 |
|
|
2018
Q1 | $292K | Hold |
38,618
| – | – | 0.01% | 398 |
|
|
2017
Q4 | $244K | Buy |
38,618
+4,208
| +12% | +$26.9K | 0.01% | 431 |
|
|
2017
Q3 | $229K | Buy |
34,410
+200
| +0.6% | +$1.22K | 0.01% | 440 |
|
|
2017
Q2 | $183K | Buy |
+34,210
| New | +$192K | 0.01% | 469 |
|
Other funds holding ITUB
OAG
WGI
Financial Counselors Inc's ITUB Position: Q2 2025 in Review
Financial Counselors Inc sold out of Itaú Unibanco (ITUB) in Q2 2025, closing a stake of 45,751 shares — an estimated $244K sold.
Financial Counselors Inc first reported a position in ITUB in Q2 2017 and held it in 32 quarters. The position peaked at $386K in Q3 2024. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2025.
- Financial Counselors Inc reported no remaining Itaú Unibanco position as of Q2 2025 after selling out during the quarter.
- Financial Counselors Inc sold 45,751 Itaú Unibanco shares in Q2 2025, an estimated $244K.
- Financial Counselors Inc first reported a position in Itaú Unibanco in Q2 2017 and held it in 32 quarters.
- Financial Counselors Inc's Itaú Unibanco position peaked at $386K in Q3 2024.
- 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2025.
Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.