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National Philanthropic Trust’s Itaú Unibanco ITUB Stock Holding History

National Philanthropic Trust’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
Q2 		– Sell
-11,330
Closed -$60.5K – 289
2025
Q1 		$60.5K Hold
11,330
– – ﹤0.01% 264
2024
Q4 		$49.6K Buy
+11,330
New +$58.3K ﹤0.01% 268

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

National Philanthropic Trust's ITUB Position: Q2 2025 in Review

National Philanthropic Trust sold out of Itaú Unibanco (ITUB) in Q2 2025, closing a stake of 11,330 shares — an estimated $60.5K sold.

National Philanthropic Trust first reported a position in ITUB in Q4 2024 and held it in 2 quarters. The position peaked at $60.5K in Q1 2025. 332 funds tracked by Wall St. Rank hold ITUB as of Q2 2025.

  • National Philanthropic Trust reported no remaining Itaú Unibanco position as of Q2 2025 after selling out during the quarter.
  • National Philanthropic Trust sold 11,330 Itaú Unibanco shares in Q2 2025, an estimated $60.5K.
  • National Philanthropic Trust first reported a position in Itaú Unibanco in Q4 2024 and held it in 2 quarters.
  • National Philanthropic Trust's Itaú Unibanco position peaked at $60.5K in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2025.

Based on National Philanthropic Trust's 13F filing for Q2 2025, filed 15 May 2026.