JFS Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

JFS Wealth 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
2026 Q2	$9.49K	Buy	1,161 +158	+16%	+$1.31K	﹤0.01%	1031
2026 Q1	$8.41K	Hold	1,003	–	–	﹤0.01%	1014
2025 Q4	$7.18K	Hold	1,003	–	–	﹤0.01%	1105
2025 Q3	$7.15K	Hold	1,003	–	–	﹤0.01%	996
2025 Q2	$6.61K	Hold	1,003	–	–	﹤0.01%	988
2025 Q1	$5.36K	Sell	1,003 -170	-14%	-$856	﹤0.01%	1096
2024 Q4	$5.13K	Hold	1,173	–	–	﹤0.01%	1121
2024 Q3	$6.88K	Hold	1,173	–	–	﹤0.01%	994
2024 Q2	$6.04K	Hold	1,173	–	–	﹤0.01%	991
2024 Q1	$7.17K	Hold	1,173	–	–	﹤0.01%	939
2023 Q4	$7.19K	Buy	1,173 +96	+9%	+$509	﹤0.01%	908
2023 Q3	$5.11K	Hold	1,077	–	–	﹤0.01%	988
2023 Q2	$5.61K	Hold	1,077	–	–	﹤0.01%	950
2023 Q1	$4.63K	Hold	1,077	–	–	﹤0.01%	1016
2022 Q4	$4.48K	Sell	1,077 -467	-30%	-$2.12K	﹤0.01%	1031
2022 Q3	$7K	Buy	1,544 +486	+46%	+$2.07K	﹤0.01%	860
2022 Q2	$4K	Sell	1,058 -585	-36%	-$2.6K	﹤0.01%	1084
2022 Q1	$8K	Buy	+1,643	New	+$6.92K	﹤0.01%	869

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JFS Wealth Advisors's ITUB Position: Q2 2026 in Review

JFS Wealth Advisors increased its Itaú Unibanco (ITUB) stake by 16% in Q2 2026, buying an estimated $1.31K and bringing the position to 1,161 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

JFS Wealth Advisors first reported a position in ITUB in Q1 2022 and has held it in 18 quarters since. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

JFS Wealth Advisors held 1,161 shares of Itaú Unibanco worth $9.49K as of Q2 2026.
JFS Wealth Advisors bought 158 Itaú Unibanco shares in Q2 2026, an estimated $1.31K.
Itaú Unibanco made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1031 holding.
JFS Wealth Advisors first reported a position in Itaú Unibanco in Q1 2022 and has held it in 18 quarters since.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.