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Peapack-Gladstone Financial Corp’s Itaú Unibanco ITUB Stock Holding History

Peapack-Gladstone Financial Corp’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 		– Sell
-19,187
Closed -$84K – 703
2024
Q4 		$84K Buy
19,187
+2,266
+13% +$11.7K ﹤0.01% 683
2024
Q3 		$99K Hold
16,921
– – ﹤0.01% 690
2024
Q2 		$87K Hold
16,921
– – ﹤0.01% 673
2024
Q1 		$103K Hold
16,921
– – ﹤0.01% 678
2023
Q4 		$104K Hold
16,921
– – ﹤0.01% 678
2023
Q3 		$80K Hold
16,921
– – ﹤0.01% 674
2023
Q2 		$88K Hold
16,921
– – ﹤0.01% 684
2023
Q1 		$73K Sell
16,921
-2,833
-14% -$12K ﹤0.01% 686
2022
Q4 		$82K Buy
19,754
+2,833
+17% +$12.9K ﹤0.01% 657
2022
Q3 		$77K Sell
16,921
-235
-1% -$1K ﹤0.01% 661
2022
Q2 		$65K Hold
17,156
– – ﹤0.01% 633
2022
Q1 		$86K Sell
17,156
-1,696
-9% -$7.14K ﹤0.01% 673
2021
Q4 		$62K Sell
18,852
-37,260
-66% -$134K ﹤0.01% 673
2021
Q3 		$215K Buy
56,112
+1,620
+3% +$6.63K ﹤0.01% 616
2021
Q2 		$238K Buy
54,492
+2,094
+4% +$8.44K 0.01% 560
2021
Q1 		$190K Buy
52,398
+21,878
+72% +$82.6K ﹤0.01% 568
2020
Q4 		$135K Buy
30,520
+7,525
+33% +$28.1K ﹤0.01% 416
2020
Q3 		$67K Buy
22,995
+2,589
+13% +$8.79K ﹤0.01% 371
2020
Q2 		$70K Buy
+20,406
New +$66.2K ﹤0.01% 366

Other funds holding ITUB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Peapack-Gladstone Financial Corp's ITUB Position: Q1 2025 in Review

Peapack-Gladstone Financial Corp sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 19,187 shares — an estimated $84K sold.

Peapack-Gladstone Financial Corp first reported a position in ITUB in Q2 2020 and held it in 19 quarters. The position peaked at $238K in Q2 2021. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • Peapack-Gladstone Financial Corp reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 19,187 Itaú Unibanco shares in Q1 2025, an estimated $84K.
  • Peapack-Gladstone Financial Corp first reported a position in Itaú Unibanco in Q2 2020 and held it in 19 quarters.
  • Peapack-Gladstone Financial Corp's Itaú Unibanco position peaked at $238K in Q2 2021.
  • 315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2025, filed 12 May 2025.