Itau Unibanco Holding S.A.’s LPL Financial LPLA Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-97	Closed	-$32.3K	–	423
2025 Q3	$32.3K	Sell	97 -4	-4%	-$1.45K	﹤0.01%	300
2025 Q2	$37.9K	Sell	101 -1,636	-94%	-$573K	﹤0.01%	289
2025 Q1	$568K	Buy	1,737 +1,608	+1,247%	+$560K	0.02%	151
2024 Q4	$42.1K	Buy	+129	New	+$38.1K	﹤0.01%	274
2021 Q2	–	Sell	-14,300	Closed	-$2.03M	–	374
2021 Q1	$2.03M	Sell	14,300 -5,315	-27%	-$678K	0.15%	81
2020 Q4	$2.04M	Sell	19,615 -7,785	-28%	-$700K	0.09%	92
2020 Q3	$2.1M	Sell	27,400 -13,000	-32%	-$1.03M	0.11%	96
2020 Q2	$3.17M	Buy	+40,400	New	+$2.7M	0.18%	60

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Itau Unibanco Holding S.A.'s LPLA Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 97 shares — an estimated $32.3K sold.

Itau Unibanco Holding S.A. first reported a position in LPLA in Q2 2020 and held it in 8 quarters. The position peaked at $3.17M in Q2 2020. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

Itau Unibanco Holding S.A. reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 97 LPL Financial shares in Q4 2025, an estimated $32.3K.
Itau Unibanco Holding S.A. first reported a position in LPL Financial in Q2 2020 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s LPL Financial position peaked at $3.17M in Q2 2020.
825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.