TPCW
ITUB icon

TD Private Client Wealth’s Itaú Unibanco ITUB Stock Holding History

TD Private Client Wealth’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
Q1 		$22K Sell
2,626
-33
-1% -$276 ﹤0.01% 994
2025
Q4 		$19K Sell
2,659
-130
-5% -$925 ﹤0.01% 1017
2025
Q3 		$19.9K Buy
2,789
+120
+4% +$793 ﹤0.01% 982
2025
Q2 		$17.6K Buy
2,669
+1
+0% +$6 ﹤0.01% 1005
2025
Q1 		$14.2K Sell
2,668
-111
-4% -$559 ﹤0.01% 979
2024
Q4 		$12.2K Buy
2,779
+382
+16% +$1.97K ﹤0.01% 1033
2024
Q3 		$14.1K Buy
2,397
+636
+36% +$3.58K ﹤0.01% 1018
2024
Q2 		$9.07K Buy
1,761
+560
+47% +$3.06K ﹤0.01% 1045
2024
Q1 		$7.34K Hold
1,201
– – ﹤0.01% 1070
2023
Q4 		$7.36K Hold
1,201
– – ﹤0.01% 1085
2023
Q3 		$5.7K Hold
1,201
– – ﹤0.01% 1102
2023
Q2 		$6.26K Hold
1,201
– – ﹤0.01% 1107
2023
Q1 		$5.16K Buy
+1,201
New +$5.09K ﹤0.01% 1104
2022
Q1 		– Sell
-40,327
Closed -$133K – 1299
2021
Q4 		$133K Sell
40,327
-38,961
-49% -$140K 0.01% 604
2021
Q3 		$304K Sell
79,288
-2,259
-3% -$9.25K 0.01% 470
2021
Q2 		$357K Sell
81,547
-3,261
-4% -$13.1K 0.02% 450
2021
Q1 		$306K Sell
84,808
-2,647
-3% -$10K 0.01% 454
2020
Q4 		$388K Buy
87,455
+2,366
+3% +$8.85K 0.02% 410
2020
Q3 		$246K Sell
85,089
-13,461
-14% -$45.7K 0.01% 438
2020
Q2 		$336K Buy
98,550
+50,378
+105% +$163K 0.02% 394
2020
Q1 		$157K Sell
48,172
-6,356
-12% -$32.6K 0.01% 443
2019
Q4 		$363K Buy
+54,528
New +$342K 0.02% 392

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return