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Kingswood Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Kingswood 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
2025
Q3 		– Sell
-50,334
Closed -$332K – 819
2025
Q2 		$332K Buy
+50,334
New +$307K 0.03% 540

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kingswood Wealth Advisors's ITUB Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Itaú Unibanco (ITUB) in Q3 2025, closing a stake of 50,334 shares — an estimated $332K sold.

Kingswood Wealth Advisors first reported a position in ITUB in Q2 2025 and held it in 1 quarter. The position peaked at $332K in Q2 2025. 335 funds tracked by Wall St. Rank hold ITUB as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Itaú Unibanco position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 50,334 Itaú Unibanco shares in Q3 2025, an estimated $332K.
  • Kingswood Wealth Advisors first reported a position in Itaú Unibanco in Q2 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Itaú Unibanco position peaked at $332K in Q2 2025.
  • 335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.