Steward Partners Investment Advisory’s Itaú Unibanco ITUB Stock Holding History

Steward Partners Investment Advisory’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	-282	Closed	-$1.24K	–	4087
2024 Q4	$1.24K	Buy	+282	New	+$1.45K	﹤0.01%	3725
2019 Q4	–	Sell	-911	Closed	-$5K	–	2664
2019 Q3	$5K	Buy	+911	New	+$5.91K	﹤0.01%	2244
2018 Q1	–	Sell	-579	Closed	-$3K	–	2266
2017 Q4	$3K	Sell	579 -180	-24%	-$1.15K	﹤0.01%	1632
2017 Q3	$5K	Buy	759 +180	+31%	+$1.1K	﹤0.01%	1294
2017 Q2	$3K	Hold	579	–	–	﹤0.01%	1341
2017 Q1	$3K	Buy	+579	New	+$3.43K	﹤0.01%	1238

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's ITUB Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 282 shares — an estimated $1.24K sold.

Steward Partners Investment Advisory first reported a position in ITUB in Q1 2017 and held it in 6 quarters. The position peaked at $5K in Q3 2019. 316 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 282 Itaú Unibanco shares in Q1 2025, an estimated $1.24K.
Steward Partners Investment Advisory first reported a position in Itaú Unibanco in Q1 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's Itaú Unibanco position peaked at $5K in Q3 2019.
316 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.