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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 – 503
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 $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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Financial Advisors's ITUB Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Itaú Unibanco (ITUB) in Q4 2025, closing a stake of 15,121 shares — an estimated $108K sold.

Legacy Financial Advisors first reported a position in ITUB in Q4 2018 and held it in 12 quarters. The position peaked at $153K in Q3 2024. 383 funds tracked by Wall St. Rank hold ITUB as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Itaú Unibanco position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,121 Itaú Unibanco shares in Q4 2025, an estimated $108K.
  • Legacy Financial Advisors first reported a position in Itaú Unibanco in Q4 2018 and held it in 12 quarters.
  • Legacy Financial Advisors's Itaú Unibanco position peaked at $153K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Itaú Unibanco as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.