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IFP Advisors’s Itaú Unibanco ITUB Stock Holding History

IFP 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
Q1 		– Sell
-133
Closed -$580 – 4482
2024
Q4 		$580 Buy
+133
New +$684 ﹤0.01% 3381
2023
Q3 		– Sell
-338
Closed -$1.76K – 3440
2023
Q2 		$1.76K Hold
338
– – ﹤0.01% 2919
2023
Q1 		$4.36K Sell
338
-879
-72% -$3.73K ﹤0.01% 2624
2022
Q4 		$18K Sell
1,217
-38
-3% -$173 ﹤0.01% 2973
2022
Q3 		$18K Sell
1,255
-18
-1% -$77 ﹤0.01% 3189
2022
Q2 		$18K Hold
1,273
– – ﹤0.01% 2944
2022
Q1 		$18K Buy
+1,273
New +$5.36K ﹤0.01% 2944
2021
Q4 		– Sell
-124
Closed -$1K – 3422
2021
Q3 		$1K Hold
124
– – ﹤0.01% 3047
2021
Q2 		$1K Hold
124
– – ﹤0.01% 2905
2021
Q1 		$0 Hold
124
– – ﹤0.01% 3112
2020
Q4 		$1K Hold
124
– – ﹤0.01% 2772
2020
Q3 		$0 Hold
124
– – ﹤0.01% 2925
2020
Q2 		$0 Hold
124
– – ﹤0.01% 2833
2020
Q1 		$0 Buy
+124
New +$636 ﹤0.01% 2876
2019
Q1 		$1K Sell
181
-443
-71% -$3.13K ﹤0.01% 2221
2018
Q4 		$4K Sell
624
-598
-49% -$3.84K ﹤0.01% 2941
2018
Q3 		$7K Hold
1,222
– – ﹤0.01% 3050
2018
Q2 		$6K Sell
1,222
-1,617
-57% -$10K ﹤0.01% 3167
2018
Q1 		$18K Hold
2,839
– – ﹤0.01% 2443
2017
Q4 		$18K Sell
2,839
-356
-11% -$2.27K ﹤0.01% 2479
2017
Q3 		$21K Buy
3,195
+90
+3% +$550 ﹤0.01% 2558
2017
Q2 		$17K Buy
3,105
+1,973
+174% +$11.1K ﹤0.01% 2675
2017
Q1 		$7K Hold
1,132
– – ﹤0.01% 3125
2016
Q4 		$6K Buy
1,132
+100
+10% +$513 ﹤0.01% 3194
2016
Q3 		$5K Buy
1,032
+143
+16% +$677 ﹤0.01% 3233
2016
Q2 		$4K Buy
889
+590
+197% +$2.27K ﹤0.01% 3243
2016
Q1 		$1K Sell
299
-828
-73% -$2.52K ﹤0.01% 2210
2015
Q4 		$3K Buy
+1,127
New +$3.58K ﹤0.01% 3188

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IFP Advisors's ITUB Position: Q1 2025 in Review

IFP Advisors sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 133 shares — an estimated $580 sold.

IFP Advisors first reported a position in ITUB in Q4 2015 and held it in 28 quarters. The position peaked at $21K in Q3 2017. 316 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • IFP Advisors reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 133 Itaú Unibanco shares in Q1 2025, an estimated $580.
  • IFP Advisors first reported a position in Itaú Unibanco in Q4 2015 and held it in 28 quarters.
  • IFP Advisors's Itaú Unibanco position peaked at $21K in Q3 2017.
  • 316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.