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Glass Jacobson Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-542
Closed -$2.61K – 690
2025
Q1 		$2.61K Sell
542
-54
-9% -$272 ﹤0.01% 727
2024
Q4 		$2.61K Buy
+596
New +$3.07K ﹤0.01% 727

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glass Jacobson Investment Advisors's ITUB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Itaú Unibanco (ITUB) in Q2 2025, closing a stake of 542 shares — an estimated $2.61K sold.

Glass Jacobson Investment Advisors first reported a position in ITUB in Q4 2024 and held it in 2 quarters. The position peaked at $2.61K in Q1 2025. 333 funds tracked by Wall St. Rank hold ITUB as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Itaú Unibanco position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 542 Itaú Unibanco shares in Q2 2025, an estimated $2.61K.
  • Glass Jacobson Investment Advisors first reported a position in Itaú Unibanco in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Itaú Unibanco position peaked at $2.61K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.