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Twin Peaks Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History

Twin Peaks Wealth Advisors’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 		$20.4K Buy
+2,431
New +$20.3K 0.01% 711
2025
Q3 		– Sell
-1,577
Closed -$10.9K – 1147
2025
Q2 		$10.9K Buy
+1,577
New +$9.61K ﹤0.01% 897

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 $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twin Peaks Wealth Advisors's ITUB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Itaú Unibanco (ITUB) in Q1 2026: 2,431 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ITUB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ITUB in Q2 2025 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,431 shares of Itaú Unibanco worth $20.4K as of Q1 2026.
  • Itaú Unibanco was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Itaú Unibanco made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #711 holding.
  • Twin Peaks Wealth Advisors first reported a position in Itaú Unibanco in Q2 2025 and has held it in 2 quarters since.
  • 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.