Wealth Alliance
ITUB icon

Wealth Alliance’s Itaú Unibanco ITUB Stock Holding History

Wealth Alliance’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 		$391K Sell
45,878
-1,388
-3% -$11.2K 0.03% 365
2026
Q2 		$386K Sell
47,266
-1,903
-4% -$15.8K 0.03% 383
2026
Q1 		$412K Sell
49,169
-21,856
-31% -$183K 0.04% 344
2025
Q4 		$509K Buy
71,025
+1,015
+1% +$7.22K 0.05% 299
2025
Q3 		$499K Buy
70,010
+80
+0.1% +$528 0.05% 302
2025
Q2 		$461K Sell
69,930
-910
-1% -$5.55K 0.05% 308
2025
Q1 		$378K Buy
70,840
+8,326
+13% +$41.9K 0.05% 339
2024
Q4 		$274K Sell
62,514
-9,671
-13% -$49.8K 0.03% 409
2024
Q3 		$424K Buy
72,185
+1,291
+2% +$7.27K 0.05% 308
2024
Q2 		$365K Sell
70,894
-3,396
-5% -$18.6K 0.05% 327
2024
Q1 		$454K Buy
74,290
+3,936
+6% +$23.7K 0.06% 291
2023
Q4 		$432K Buy
70,354
+9,799
+16% +$51.9K 0.06% 285
2023
Q3 		$287K Sell
60,555
-4,740
-7% -$23.6K 0.05% 366
2023
Q2 		$340K Buy
65,295
+3,908
+6% +$18.5K 0.05% 338
2023
Q1 		$264K Buy
61,387
+2,268
+4% +$9.6K 0.04% 401
2022
Q4 		$246K Sell
59,119
-37,789
-39% -$172K 0.04% 402
2022
Q3 		$442K Buy
96,908
+10,074
+12% +$43K 0.09% 236
2022
Q2 		$328K Buy
86,834
+3,436
+4% +$15.3K 0.06% 298
2022
Q1 		$420K Buy
83,398
+539
+0.7% +$2.27K 0.09% 254
2021
Q4 		$274K Sell
82,859
-42,184
-34% -$152K 0.06% 350
2021
Q3 		$480K Buy
125,043
+16,519
+15% +$67.6K 0.11% 212
2021
Q2 		$475K Buy
108,524
+1,051
+1% +$4.24K 0.11% 204
2021
Q1 		$388K Buy
+107,473
New +$406K 0.11% 226
2020
Q2 		– Sell
-17,164
Closed -$56K – 307
2020
Q1 		$56K Sell
17,164
-3,689
-18% -$18.9K 0.03% 229
2019
Q4 		$139K Buy
+20,853
New +$131K 0.1% 78

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealth Alliance's ITUB Position: Q3 2026 in Review

Wealth Alliance reduced its Itaú Unibanco (ITUB) stake by 2.9% in Q3 2026, selling an estimated $11.2K and leaving 45,878 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #365.

Wealth Alliance first reported a position in ITUB in Q4 2019 and has held it in 25 quarters since. The position peaked at $509K in Q4 2025. 312 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Wealth Alliance held 45,878 shares of Itaú Unibanco worth $391K as of Q3 2026.
  • Wealth Alliance sold 1,388 Itaú Unibanco shares in Q3 2026, an estimated $11.2K.
  • Itaú Unibanco made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #365 holding.
  • Wealth Alliance first reported a position in Itaú Unibanco in Q4 2019 and has held it in 25 quarters since.
  • Wealth Alliance's Itaú Unibanco position peaked at $509K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.