LFA
ITUB icon

Legacy Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

Legacy Financial 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
Q4 		– Sell
-15,121
Closed -$108K – 422
2025
Q3 		$108K Buy
+15,121
New +$99.9K 0.01% 414
2025
Q2 		– Sell
-16,653
Closed -$88.9K – 377
2025
Q1 		$88.9K Buy
+16,653
New +$83.8K 0.01% 357
2024
Q4 		– Sell
-26,136
Closed -$153K – 359
2024
Q3 		$153K Buy
26,136
+10,643
+69% +$59.9K 0.03% 350
2024
Q2 		$79.9K Sell
15,493
-4,184
-21% -$22.9K 0.01% 330
2024
Q1 		$120K Sell
19,677
-3
-0% -$18 0.02% 318
2023
Q4 		$121K Buy
19,680
+2,123
+12% +$11.3K 0.02% 295
2023
Q3 		$83.2K Sell
17,557
-620
-3% -$3.09K 0.02% 263
2023
Q2 		$94.7K Sell
18,177
-3,933
-18% -$18.6K 0.02% 257
2023
Q1 		$95K Sell
22,110
-2,277
-9% -$9.65K 0.02% 246
2022
Q4 		$101K Buy
+24,387
New +$111K 0.02% 238
2019
Q2 		– Sell
-3,140
Closed -$20K – 504
2019
Q1 		$20K Sell
3,140
-3,770
-55% -$26.7K 0.01% 451
2018
Q4 		$46K Buy
+6,910
New +$44.4K 0.02% 253

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return