TWD
ITUB icon

True Wealth Design’s Itaú Unibanco ITUB Stock Holding History

True Wealth Design’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 		$2.94K Buy
345
+80
+30% +$645 ﹤0.01% 1540
2026
Q2 		$2.17K Buy
265
+39
+17% +$323 ﹤0.01% 1656
2026
Q1 		$1.89K Buy
226
+105
+87% +$878 ﹤0.01% 1567
2025
Q4 		$863 Hold
121
– – ﹤0.01% 1763
2025
Q3 		$859 Buy
+121
New +$799 ﹤0.01% 1807

Other funds holding ITUB

NC
Northcape Capital Sydney, Australia $671M AUM 6.49% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HGP
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

True Wealth Design's ITUB Position: Q3 2026 in Review

True Wealth Design increased its Itaú Unibanco (ITUB) stake by 30% in Q3 2026, buying an estimated $645 and bringing the position to 345 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

True Wealth Design first reported a position in ITUB in Q3 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • True Wealth Design held 345 shares of Itaú Unibanco worth $2.94K as of Q3 2026.
  • True Wealth Design bought 80 Itaú Unibanco shares in Q3 2026, an estimated $645.
  • Itaú Unibanco made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1540 holding.
  • True Wealth Design first reported a position in Itaú Unibanco in Q3 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.