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Legacy Wealth Asset Management’s Itaú Unibanco ITUB Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$865K Buy
101,400
+1,227
+1% +$9.9K 0.19% 155
2026
Q2 		$818K Sell
100,173
-1,766
-2% -$14.6K 0.18% 159
2026
Q1 		$854K Sell
101,939
-1,483
-1% -$12.4K 0.21% 146
2025
Q4 		$741K Sell
103,422
-1,860
-2% -$13.2K 0.18% 174
2025
Q3 		$750K Buy
105,282
+1,120
+1% +$7.4K 0.18% 173
2025
Q2 		$687K Sell
104,162
-681
-0.6% -$4.15K 0.17% 173
2025
Q1 		$560K Buy
104,843
+2,721
+3% +$13.7K 0.15% 221
2024
Q4 		$447K Sell
102,122
-1,196
-1% -$6.15K 0.12% 253
2024
Q3 		$606K Sell
103,318
-248
-0.2% -$1.4K 0.16% 207
2024
Q2 		$534K Buy
103,566
+1,986
+2% +$10.9K 0.15% 215
2024
Q1 		$621K Sell
101,580
-3,279
-3% -$19.7K 0.17% 182
2023
Q4 		$643K Buy
104,859
+94
+0.1% +$498 0.21% 156
2023
Q3 		$497K Sell
104,765
-15,253
-13% -$76.1K 0.18% 197
2023
Q2 		$625K Sell
120,018
-1,936
-2% -$9.15K 0.22% 154
2023
Q1 		$524K Buy
121,954
+10,070
+9% +$42.7K 0.19% 183
2022
Q4 		$465K Buy
111,884
+400
+0.4% +$1.82K 0.18% 195
2022
Q3 		$509K Buy
111,484
+45,809
+70% +$195K 0.22% 161
2022
Q2 		$248K Buy
65,675
+1,651
+3% +$7.33K 0.1% 259
2022
Q1 		$323K Sell
64,024
-145,352
-69% -$612K 0.12% 243
2021
Q4 		$693K Sell
209,376
-10,835
-5% -$39K 0.23% 156
2021
Q3 		$844K Buy
220,211
+36,998
+20% +$151K 0.39% 98
2021
Q2 		$801K Sell
183,213
-2,867
-2% -$11.6K 0.36% 110
2021
Q1 		$672K Buy
186,080
+89,414
+92% +$338K 0.31% 138
2020
Q4 		$428K Buy
+96,666
New +$362K 0.22% 181

Other funds holding ITUB

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Legacy Wealth Asset Management's ITUB Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Itaú Unibanco (ITUB) stake by 1.2% in Q3 2026, buying an estimated $9.9K and bringing the position to 101,400 shares worth $865K. The position accounts for 0.19% of the portfolio, ranked #155.

Legacy Wealth Asset Management first reported a position in ITUB in Q4 2020 and has held it in 24 quarters since. 8 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Legacy Wealth Asset Management held 101,400 shares of Itaú Unibanco worth $865K as of Q3 2026.
  • Legacy Wealth Asset Management bought 1,227 Itaú Unibanco shares in Q3 2026, an estimated $9.9K.
  • Itaú Unibanco made up 0.19% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #155 holding.
  • Legacy Wealth Asset Management first reported a position in Itaú Unibanco in Q4 2020 and has held it in 24 quarters since.
  • 8 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.