Lindbrook Capital’s Itaú Unibanco ITUB Stock Holding History

Lindbrook Capital’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 Q1	$67.4K	Buy	12,622 +3,308	+36%	+$16.6K	0.01%	857
2024 Q4	$40.8K	Sell	9,314 -3,970	-30%	-$20.4K	﹤0.01%	902
2024 Q3	$78K	Buy	13,284 +1,282	+11%	+$7.22K	0.01%	640
2024 Q2	$61.9K	Buy	12,002 +4,973	+71%	+$27.2K	0.01%	710
2024 Q1	$43K	Buy	7,029 +84	+1%	+$506	﹤0.01%	831
2023 Q4	$42.6K	Buy	6,945 +1,129	+19%	+$5.99K	﹤0.01%	817
2023 Q3	$27.6K	Buy	5,816 +4,042	+228%	+$20.2K	﹤0.01%	908
2023 Q2	$9.24K	Buy	1,774 +666	+60%	+$3.15K	﹤0.01%	1511
2023 Q1	$4.76K	Sell	1,108 -814	-42%	-$3.45K	﹤0.01%	1869
2022 Q4	$7.99K	Buy	+1,922	New	+$8.73K	﹤0.01%	1547
2020 Q1	–	Sell	-7,012	Closed	-$47K	–	1766
2019 Q4	$47K	Hold	7,012	–	–	0.02%	465
2019 Q3	$43K	Sell	7,012 -195	-3%	-$1.26K	0.02%	470
2019 Q2	$49K	Sell	7,207 -496	-6%	-$3.12K	0.02%	437
2019 Q1	$49K	Hold	7,703	–	–	0.02%	415
2018 Q4	$51K	Buy	+7,703	New	+$49.5K	0.03%	336

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lindbrook Capital's ITUB Position: Q1 2025 in Review

Lindbrook Capital increased its Itaú Unibanco (ITUB) stake by 36% in Q1 2025, buying an estimated $16.6K and bringing the position to 12,622 shares worth $67.4K. The position accounts for 0.01% of the portfolio, ranked #857.

Lindbrook Capital first reported a position in ITUB in Q4 2018 and has held it in 15 quarters since. The position peaked at $78K in Q3 2024. 316 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

Lindbrook Capital held 12,622 shares of Itaú Unibanco worth $67.4K as of Q1 2025.
Lindbrook Capital bought 3,308 Itaú Unibanco shares in Q1 2025, an estimated $16.6K.
Itaú Unibanco made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #857 holding.
Lindbrook Capital first reported a position in Itaú Unibanco in Q4 2018 and has held it in 15 quarters since.
Lindbrook Capital's Itaú Unibanco position peaked at $78K in Q3 2024.
316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.