Raffa Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Raffa Wealth Management’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	$6.49K	Hold	794	–	–	﹤0.01%	523
2026 Q1	$6.65K	Hold	794	–	–	﹤0.01%	473
2025 Q4	$5.68K	Buy	794 +427	+116%	+$3.04K	﹤0.01%	497
2025 Q3	$2.61K	Buy	367 +182	+98%	+$1.2K	﹤0.01%	640
2025 Q2	$1.22K	Hold	185	–	–	﹤0.01%	810
2025 Q1	$990	Sell	185 -1	-0.5%	-$5	﹤0.01%	832
2024 Q4	$813	Hold	186	–	–	﹤0.01%	914
2024 Q3	$1.09K	Hold	186	–	–	﹤0.01%	823
2024 Q2	$958	Hold	186	–	–	﹤0.01%	916
2024 Q1	$1.14K	Hold	186	–	–	﹤0.01%	865
2023 Q4	$1.14K	Hold	186	–	–	﹤0.01%	785
2023 Q3	$881	Hold	186	–	–	﹤0.01%	819
2023 Q2	$968	Hold	186	–	–	﹤0.01%	799
2023 Q1	$799	Hold	186	–	–	﹤0.01%	855
2022 Q4	$772	Hold	186	–	–	﹤0.01%	850
2022 Q3	$848	Hold	186	–	–	﹤0.01%	855
2022 Q2	$702	Hold	186	–	–	﹤0.01%	930
2022 Q1	$936	Hold	186	–	–	﹤0.01%	890
2021 Q4	$615	Sell	186 -39	-17%	-$140	﹤0.01%	1017
2021 Q3	$864	Hold	225	–	–	﹤0.01%	882
2021 Q2	$986	Hold	225	–	–	﹤0.01%	837
2021 Q1	$813	Buy	+225	New	+$850	﹤0.01%	905

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raffa Wealth Management's ITUB Position: Q2 2026 in Review

Raffa Wealth Management held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 794 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Raffa Wealth Management first reported a position in ITUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.65K in Q1 2026. 373 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Raffa Wealth Management held 794 shares of Itaú Unibanco worth $6.49K as of Q2 2026.
Raffa Wealth Management left its Itaú Unibanco share count unchanged in Q2 2026.
Itaú Unibanco made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #523 holding.
Raffa Wealth Management first reported a position in Itaú Unibanco in Q1 2021 and has held it in 22 quarters since.
Raffa Wealth Management's Itaú Unibanco position peaked at $6.65K in Q1 2026.
373 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.