TPWA
ITUB icon

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
Q2 		– Sell
-2,431
Closed -$20.4K – 1212
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 $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's ITUB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 2,431 shares — an estimated $20.4K sold.

Twin Peaks Wealth Advisors first reported a position in ITUB in Q2 2025 and held it in 2 quarters. The position peaked at $20.4K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2,431 Itaú Unibanco shares in Q2 2026, an estimated $20.4K.
  • Twin Peaks Wealth Advisors first reported a position in Itaú Unibanco in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Itaú Unibanco position peaked at $20.4K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.