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Tompkins Financial’s Itaú Unibanco ITUB Stock Holding History

Tompkins Financial’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 		– Sell
-379
Closed -$2.71K – 625
2025
Q4 		$2.71K Buy
+379
New +$2.7K ﹤0.01% 524

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tompkins Financial's ITUB Position: Q1 2026 in Review

Tompkins Financial sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 379 shares — an estimated $2.71K sold.

Tompkins Financial first reported a position in ITUB in Q4 2025 and held it in 1 quarter. The position peaked at $2.71K in Q4 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Tompkins Financial reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
  • Tompkins Financial sold 379 Itaú Unibanco shares in Q1 2026, an estimated $2.71K.
  • Tompkins Financial first reported a position in Itaú Unibanco in Q4 2025 and held it in 1 quarter.
  • Tompkins Financial's Itaú Unibanco position peaked at $2.71K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.