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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's ITUB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Itaú Unibanco (ITUB) stake by 8.2% in Q2 2026, selling an estimated $5.08K and leaving 6,859 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #1189.

Pinnacle Wealth Planning Services first reported a position in ITUB in Q4 2020 and has held it in 15 quarters since. The position peaked at $121K in Q4 2023. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Pinnacle Wealth Planning Services held 6,859 shares of Itaú Unibanco worth $56K as of Q2 2026.
Pinnacle Wealth Planning Services sold 613 Itaú Unibanco shares in Q2 2026, an estimated $5.08K.
Itaú Unibanco made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1189 holding.
Pinnacle Wealth Planning Services first reported a position in Itaú Unibanco in Q4 2020 and has held it in 15 quarters since.
Pinnacle Wealth Planning Services's Itaú Unibanco position peaked at $121K in Q4 2023.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.