Root Financial Partners
ITUB icon

Root Financial Partners’s Itaú Unibanco ITUB Stock Holding History

Root Financial Partners’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 		$836 Buy
+98
New +$791 ﹤0.01% 3031
2026
Q2 		– Sell
-169
Closed -$1.42K – 1804
2026
Q1 		$1.42K Buy
169
+56
+50% +$469 ﹤0.01% 2457
2025
Q4 		$809 Buy
+113
New +$804 ﹤0.01% 2141

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Carrhae Capital
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Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Root Financial Partners's ITUB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Itaú Unibanco (ITUB) in Q3 2026: 98 shares worth $836. The stake represents ﹤0.01% of the portfolio and ranks #3031 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ITUB as recently as Q1 2026.

Root Financial Partners first reported a position in ITUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42K in Q1 2026. 87 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Root Financial Partners held 98 shares of Itaú Unibanco worth $836 as of Q3 2026.
  • Itaú Unibanco was a new Root Financial Partners position in Q3 2026.
  • Itaú Unibanco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3031 holding.
  • Root Financial Partners first reported a position in Itaú Unibanco in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Itaú Unibanco position peaked at $1.42K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.