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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return