TRANSCEND CAPITAL ADVISORS, LLC
Position in ITUB — Itau Unibanco Holding S.A.
CIK 1776082
MADISON, NJ
Position in ITUB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$318,004
+$151,943 QoQ
Shares Held
37,948
+63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
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 Mar 31, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,993,267 across 14 Banks - Regional names. ITUB ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,657 | $969,075 | |
| 2 | USB |
US Bancorp \De\
|
16,066 | $835,592 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
11,094 | $665,307 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,541 | $629,114 | |
| 5 | TFC |
Truist Financial Corp
|
8,951 | $411,477 | |
| 6 | LYG |
Lloyds Banking Group plc
|
77,603 | $390,343 | |
| 7 | PGC |
Peapack Gladstone Financial Corp
|
9,353 | $329,319 | |
| 8 | ITUB |
Itau Unibanco Holding S.A.
This page
|
37,948 | $318,004 |
All Filings in ITUB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,004 | 37,948 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $166,061 | 23,193 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $112,123 | 15,734 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||