Position in ITUB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$327,241
+$79,646 QoQ
Shares Held
40,054
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#246
of 393 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $5,415,209 across 25 Banks - Regional names. ITUB ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,766 | $869,860 | |
| 2 | KB |
KB Financial Group Inc.
|
7,522 | $789,509 | |
| 3 | CIB |
Grupo Cibest S.A.
|
9,580 | $760,939 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
9,068 | $573,551 | |
| 5 | BAP |
Credicorp Ltd
|
1,378 | $536,841 | |
| 6 | OZK |
Bank OZK
|
7,659 | $398,957 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
This page
|
40,054 | $327,241 | |
| 8 | BSAC |
Banco Santander Chile
|
6,676 | $219,840 |
All Filings in ITUB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,241 | 40,054 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $247,595 | 29,546 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $214,234 | 29,921 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $73,053 | 10,759 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,535 | 461 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,036 | 3,838 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,522 | 3,838 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $218,429 | 37,402 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $259,195 | 37,402 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $325,178 | 46,788 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $251,250 | 46,788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $276,048 | 46,788 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $237,138 | 48,694 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $445,433 | 94,572 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $636,663 | 123,146 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $495,754 | 115,830 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $639,843 | 112,057 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $146,602 | 39,094 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $123,117 | 23,362 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $78,447 | 13,053 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $45,909 | 9,256 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $56,369 | 9,256 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $31,936 | 7,113 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||