LJAC
ITUB icon

L.J. Altfest & Co’s Itaú Unibanco ITUB Stock Holding History

L.J. Altfest & Co’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
-13,536
Closed -$89.2K – 356
2025
Q2 		$89.2K Sell
13,536
-5,554
-29% -$33.9K 0.01% 329
2025
Q1 		$102K Buy
19,090
+6,582
+53% +$33.1K 0.01% 315
2024
Q4 		$54.8K Sell
12,508
-847
-6% -$4.36K 0.01% 322
2024
Q3 		$78K Sell
13,355
-4,228
-24% -$23.8K 0.01% 329
2024
Q2 		$91K Sell
17,583
-65,200
-79% -$357K 0.01% 310
2024
Q1 		$506K Buy
82,783
+3,842
+5% +$23.1K 0.07% 194
2023
Q4 		$484K Buy
78,941
+66,324
+526% +$352K 0.07% 190
2023
Q3 		$60K Sell
12,617
-2,734
-18% -$13.6K 0.01% 285
2023
Q2 		$80K Sell
15,351
-46,539
-75% -$220K 0.01% 286
2023
Q1 		$266K Buy
61,890
+46,664
+306% +$198K 0.04% 238
2022
Q4 		$63K Sell
15,226
-510
-3% -$2.32K 0.01% 255
2022
Q3 		$72K Hold
15,736
– – 0.01% 257
2022
Q2 		$59K Sell
15,736
-107
-0.7% -$475 0.01% 255
2022
Q1 		$80K Sell
15,843
-755
-5% -$3.18K 0.01% 252
2021
Q4 		$55K Buy
+16,598
New +$59.8K 0.01% 245

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

L.J. Altfest & Co's ITUB Position: Q3 2025 in Review

L.J. Altfest & Co sold out of Itaú Unibanco (ITUB) in Q3 2025, closing a stake of 13,536 shares — an estimated $89.2K sold.

L.J. Altfest & Co first reported a position in ITUB in Q4 2021 and held it in 15 quarters. The position peaked at $506K in Q1 2024. 335 funds tracked by Wall St. Rank hold ITUB as of Q3 2025.

  • L.J. Altfest & Co reported no remaining Itaú Unibanco position as of Q3 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 13,536 Itaú Unibanco shares in Q3 2025, an estimated $89.2K.
  • L.J. Altfest & Co first reported a position in Itaú Unibanco in Q4 2021 and held it in 15 quarters.
  • L.J. Altfest & Co's Itaú Unibanco position peaked at $506K in Q1 2024.
  • 335 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.