Baldwin Investment Management, LLC

Position in ITUB — Itau Unibanco Holding S.A.

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in ITUB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$592,905

-$30,977 QoQ

Shares Held

72,571

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#212

of 393 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $3,385,940 across 4 Banks - Regional names. ITUB ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBN	Icici Bank Ltd	73,112	$2,122,441
2	ITUB	Itau Unibanco Holding S.A. This page	72,571	$592,905
3	PNC	Pnc Financial Services Group, Inc.	1,603	$394,690
4	MFG	Mizuho Financial Group Inc	28,800	$275,904

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,905	72,571	-2.5%	Shares	Sole	2026-07-28
2026-03-31	$623,882	74,449	0.0%	Shares	Sole	2026-05-12
2025-12-31	$533,054	74,449	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$530,592	72,288	0.0%	Shares	Sole	2025-11-10
2025-06-30	$490,833	72,288	-2.8%	Shares	Sole	2025-08-11
2025-03-31	$408,897	74,345	+10.0%	Shares	Sole	2025-05-07
2024-12-31	$335,249	67,590	-8.6%	Shares	Sole	2025-02-14
2024-09-30	$491,809	73,956	0.0%	Shares	Sole	2024-11-13
2024-06-30	$431,906	73,956	+6.1%	Shares	Sole	2024-07-30
2024-03-31	$483,103	69,712	0.0%	Shares	Sole	2024-05-14
2023-12-31	$484,501	69,712	0.0%	Shares	Sole	2024-02-13
2023-09-30	$374,351	69,712	0.0%	Shares	Sole	2023-11-14
2023-06-30	$411,299	69,712	0.0%	Shares	Sole	2023-08-01
2023-03-31	$339,495	69,712	0.0%	Shares	Sole	2023-05-15
2022-12-31	$328,343	69,712	0.0%	Shares	Sole	2023-02-10
2022-09-30	$360,410	69,712	-3.0%	Shares	Sole	2022-11-14
2022-06-30	$307,647	71,880	0.0%	Shares	Sole	2022-08-02
2022-03-31	$410,433	71,880	-3.7%	Shares	Sole	2022-05-16
2021-12-31	$279,960	74,656	0.0%	Shares	Sole	2022-02-11
2021-09-30	$393,437	74,656	0.0%	Shares	Sole	2021-11-15
2021-06-30	$448,678	74,656	+3.9%	Shares	Sole	2021-08-16
2021-03-31	$356,536	71,883	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$436,109	71,610	-0.6%	Shares	Sole	2021-02-16
2020-09-30	$286,755	72,048	0.0%	Shares	Sole	2020-11-13
2020-06-30	$337,907	72,048	+0.6%	Shares	Sole	2020-07-27
2020-03-31	$321,654	71,639	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.