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Richardson Financial Services’s Itaú Unibanco ITUB Stock Holding History

Richardson Financial 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
2025
Q1 		– Sell
-117
Closed -$511 – 621
2024
Q4 		$511 Sell
117
-116
-50% -$597 ﹤0.01% 574
2024
Q3 		$1.29K Buy
233
+116
+99% +$653 ﹤0.01% 537
2024
Q2 		$602 Hold
117
– – ﹤0.01% 551
2024
Q1 		$714 Buy
+117
New +$704 ﹤0.01% 584

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

Richardson Financial Services's ITUB Position: Q1 2025 in Review

Richardson Financial Services sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 117 shares — an estimated $511 sold.

Richardson Financial Services first reported a position in ITUB in Q1 2024 and held it in 4 quarters. The position peaked at $1.29K in Q3 2024. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

  • Richardson Financial Services reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 117 Itaú Unibanco shares in Q1 2025, an estimated $511.
  • Richardson Financial Services first reported a position in Itaú Unibanco in Q1 2024 and held it in 4 quarters.
  • Richardson Financial Services's Itaú Unibanco position peaked at $1.29K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.