Mather Group
ITUB icon

Mather Group’s Itaú Unibanco ITUB Stock Holding History

Mather Group’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 		$28.6K Hold
3,358
– – ﹤0.01% 1338
2026
Q2 		$27.4K Hold
3,358
– – ﹤0.01% 1259
2026
Q1 		$28.1K Buy
+3,358
New +$28.1K ﹤0.01% 1204
2025
Q4 		– Sell
-3,361
Closed -$23.9K – 1144
2025
Q3 		$23.9K Buy
+3,361
New +$22.2K ﹤0.01% 1075
2025
Q2 		– Sell
-3,361
Closed -$17.9K – 1164
2025
Q1 		$17.9K Sell
3,361
-2
-0.1% -$10 ﹤0.01% 1117
2024
Q4 		$14.7K Hold
3,363
– – ﹤0.01% 1150
2024
Q3 		$19.7K Hold
3,363
– – ﹤0.01% 1066
2024
Q2 		$20.6K Sell
3,363
-187
-5% -$1.02K ﹤0.01% 1253
2024
Q1 		$21.8K Buy
+3,550
New +$21.4K ﹤0.01% 1044
2021
Q4 		– Sell
-18,261
Closed -$70K – 394
2021
Q3 		$70K Sell
18,261
-559
-3% -$2.29K ﹤0.01% 282
2021
Q2 		$82K Sell
18,820
-459
-2% -$1.85K ﹤0.01% 282
2021
Q1 		$70K Sell
19,279
-514
-3% -$1.94K ﹤0.01% 266
2020
Q4 		$88K Buy
19,793
+3,219
+19% +$12K ﹤0.01% 246
2020
Q3 		$48K Buy
16,574
+716
+5% +$2.43K ﹤0.01% 242
2020
Q2 		$54K Buy
+15,858
New +$51.4K ﹤0.01% 210

Other funds holding ITUB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Mather Group's ITUB Position: Q3 2026 in Review

Mather Group held its Itaú Unibanco (ITUB) position steady in Q3 2026 at 3,358 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Mather Group first reported a position in ITUB in Q2 2020 and has held it in 15 quarters since. The position peaked at $88K in Q4 2020. 56 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Mather Group held 3,358 shares of Itaú Unibanco worth $28.6K as of Q3 2026.
  • Mather Group left its Itaú Unibanco share count unchanged in Q3 2026.
  • Itaú Unibanco made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1338 holding.
  • Mather Group first reported a position in Itaú Unibanco in Q2 2020 and has held it in 15 quarters since.
  • Mather Group's Itaú Unibanco position peaked at $88K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.