BOLTON SECURITIES CORPORATION’s Itaú Unibanco ITUB Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$869	Buy	+163	New	+$820	﹤0.01%	1789

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ITUB Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Itaú Unibanco (ITUB) in Q1 2025: 163 shares worth $869. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings.

319 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

BOLTON SECURITIES CORPORATION held 163 shares of Itaú Unibanco worth $869 as of Q1 2025.
Itaú Unibanco was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Itaú Unibanco made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1789 holding.
319 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.