Pinnacle Wealth Planning Services
ITUB icon

Pinnacle Wealth Planning Services’s Itaú Unibanco ITUB Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.24K Sell
732
-6,127
-89% -$49.4K ﹤0.01% 2244
2026
Q2 		$56K Sell
6,859
-613
-8% -$5.08K 0.01% 1189
2026
Q1 		$62.6K Sell
7,472
-208
-3% -$1.74K 0.01% 1065
2025
Q4 		$55K Buy
+7,680
New +$54.6K 0.01% 1131
2024
Q4 		– Sell
-19,736
Closed -$116K – 476
2024
Q3 		$116K Hold
19,736
– – 0.02% 498
2024
Q2 		$102K Hold
19,736
– – 0.01% 481
2024
Q1 		$121K Hold
19,736
– – 0.02% 472
2023
Q4 		$121K Hold
19,736
– – 0.02% 442
2023
Q3 		$93.5K Hold
19,736
– – 0.02% 422
2023
Q2 		$103K Sell
19,736
-182
-0.9% -$860 0.02% 430
2023
Q1 		$85.6K Hold
19,918
– – 0.01% 443
2022
Q4 		$82.8K Sell
19,918
-3,472
-15% -$15.8K 0.01% 408
2022
Q3 		$107K Buy
23,390
+520
+2% +$2.22K 0.02% 362
2022
Q2 		$86K Buy
22,870
+3,333
+17% +$14.8K 0.02% 389
2022
Q1 		$98K Buy
+19,537
New +$82.3K 0.02% 403
2021
Q1 		– Sell
-4,750
Closed -$21K – 1142
2020
Q4 		$21K Buy
+4,750
New +$17.8K 0.01% 1134

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
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
TT International Asset Management
TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's ITUB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Itaú Unibanco (ITUB) stake by 89% in Q3 2026, selling an estimated $49.4K and leaving 732 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Pinnacle Wealth Planning Services first reported a position in ITUB in Q4 2020 and has held it in 16 quarters since. The position peaked at $121K in Q4 2023. 96 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 732 shares of Itaú Unibanco worth $6.24K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 6,127 Itaú Unibanco shares in Q3 2026, an estimated $49.4K.
  • Itaú Unibanco made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2244 holding.
  • Pinnacle Wealth Planning Services first reported a position in Itaú Unibanco in Q4 2020 and has held it in 16 quarters since.
  • Pinnacle Wealth Planning Services's Itaú Unibanco position peaked at $121K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.