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Grove Bank & Trust’s Itaú Unibanco ITUB Stock Holding History

Grove Bank & Trust’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 		$84.4K Sell
9,894
-115
-1% -$928 0.01% 381
2026
Q2 		$81.8K Sell
10,009
-229
-2% -$1.9K 0.01% 374
2026
Q1 		$85.8K Sell
10,238
-26
-0.3% -$218 0.01% 360
2025
Q4 		$73.5K Sell
10,264
-399
-4% -$2.84K 0.01% 373
2025
Q3 		$76K Sell
10,663
-2,415
-18% -$16K 0.01% 367
2025
Q2 		$86.2K Sell
13,078
-159
-1% -$969 0.01% 354
2025
Q1 		$70.7K Sell
13,237
-941
-7% -$4.74K 0.01% 363
2024
Q4 		$62.1K Sell
14,178
-1,499
-10% -$7.71K 0.01% 350
2024
Q3 		$92K Buy
15,677
+505
+3% +$2.84K 0.01% 299
2024
Q2 		$78.2K Sell
15,172
-410
-3% -$2.24K 0.01% 305
2024
Q1 		$95.3K Buy
15,582
+294
+2% +$1.77K 0.02% 299
2023
Q4 		$93.8K Sell
15,288
-71
-0.5% -$376 0.02% 286
2023
Q3 		$72.8K Sell
15,359
-791
-5% -$3.94K 0.01% 319
2023
Q2 		$84.1K Sell
16,150
-88
-0.5% -$416 0.02% 310
2023
Q1 		$69.8K Buy
16,238
+669
+4% +$2.84K 0.01% 333
2022
Q4 		$65K Buy
+15,569
New +$70.7K 0.01% 341
2016
Q1 		– Sell
-261
Closed -$1K – 304
2015
Q4 		$1K Buy
+261
New +$829 ﹤0.01% 337

Other funds holding ITUB

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Grove Bank & Trust's ITUB Position: Q3 2026 in Review

Grove Bank & Trust reduced its Itaú Unibanco (ITUB) stake by 1.1% in Q3 2026, selling an estimated $928 and leaving 9,894 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #381.

Grove Bank & Trust first reported a position in ITUB in Q4 2015 and has held it in 17 quarters since. The position peaked at $95.3K in Q1 2024. 7 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Grove Bank & Trust held 9,894 shares of Itaú Unibanco worth $84.4K as of Q3 2026.
  • Grove Bank & Trust sold 115 Itaú Unibanco shares in Q3 2026, an estimated $928.
  • Itaú Unibanco made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #381 holding.
  • Grove Bank & Trust first reported a position in Itaú Unibanco in Q4 2015 and has held it in 17 quarters since.
  • Grove Bank & Trust's Itaú Unibanco position peaked at $95.3K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.