First Affirmative Financial Network
ITUB icon

First Affirmative Financial Network’s Itaú Unibanco ITUB Stock Holding History

First Affirmative Financial Network’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 		$424K Buy
+49,750
New +$401K 0.09% 216
2026
Q1 		$438K Buy
+52,260
New +$437K 0.17% 151
2025
Q3 		$324K Sell
45,529
-920
-2% -$6.08K 0.15% 171
2025
Q2 		$306K Buy
46,449
+2,780
+6% +$16.9K 0.16% 170
2025
Q1 		$233K Buy
43,669
+3,342
+8% +$16.8K 0.14% 203
2024
Q4 		$177K Buy
40,327
+12,999
+48% +$66.9K 0.1% 239
2024
Q3 		$160K Buy
27,328
+12,554
+85% +$70.7K 0.09% 261
2024
Q2 		$76.2K Buy
14,774
+1,799
+14% +$9.8K 0.05% 248
2024
Q1 		$79.4K Sell
12,975
-1,240
-9% -$7.46K 0.06% 240
2023
Q4 		$87.2K Buy
14,215
+31
+0.2% +$164 0.07% 230
2023
Q3 		$67.2K Buy
14,184
+879
+7% +$4.38K 0.07% 202
2023
Q2 		$69.3K Sell
13,305
-838
-6% -$3.96K 0.07% 187
2023
Q1 		$60.8K Buy
14,143
+1,925
+16% +$8.16K 0.07% 154
2022
Q4 		$50.8K Sell
12,218
-746
-6% -$3.39K 0.06% 146
2022
Q3 		$59K Sell
12,964
-156
-1% -$665 0.08% 133
2022
Q2 		$50K Buy
13,120
+611
+5% +$2.71K 0.06% 138
2022
Q1 		$63K Buy
+12,509
New +$52.7K 0.06% 152

Other funds holding ITUB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

First Affirmative Financial Network's ITUB Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Itaú Unibanco (ITUB) in Q3 2026: 49,750 shares worth $424K. The stake represents 0.09% of the portfolio and ranks #216 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in ITUB as recently as Q1 2026.

First Affirmative Financial Network first reported a position in ITUB in Q1 2022 and has held it in 17 quarters since. The position peaked at $438K in Q1 2026. 62 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • First Affirmative Financial Network held 49,750 shares of Itaú Unibanco worth $424K as of Q3 2026.
  • Itaú Unibanco was a new First Affirmative Financial Network position in Q3 2026.
  • Itaú Unibanco made up 0.09% of First Affirmative Financial Network's portfolio in Q3 2026, its #216 holding.
  • First Affirmative Financial Network first reported a position in Itaú Unibanco in Q1 2022 and has held it in 17 quarters since.
  • First Affirmative Financial Network's Itaú Unibanco position peaked at $438K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.