SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in ITUB — Itau Unibanco Holding S.A.
CIK 1531593
NEW YORK, NY
Position in ITUB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$124,518
-$83,816 QoQ
Shares Held
15,241
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#300
of 391 holders
Holding Since
Jun 2023
3 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, 2026SUMMIT SECURITIES GROUP LLC holds $12,030,285 across 19 Banks - Regional names. ITUB ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PB |
Prosperity Bancshares Inc
|
153,266 | $11,193,015 | |
| 2 | MTB |
M&T Bank Corp
|
856 | $203,736 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
This page
|
15,241 | $124,518 | |
| 4 | KEY |
Keycorp /New/
|
5,217 | $120,251 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
293 | $72,142 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,139 | $65,777 | |
| 7 | BAP |
Credicorp Ltd
|
154 | $59,995 | |
| 8 | USB |
US Bancorp De
|
960 | $57,984 |
All Filings in ITUB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,518 | 15,241 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $208,334 | 29,097 | Shares | Sole | 2026-02-17 | |
| 2023-06-30 | $79,791 | 13,524 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||