Position in ITUB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$386,163
-$25,873 QoQ
Shares Held
47,266
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#241
of 393 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $9,354,766 across 13 Banks - Regional names. ITUB ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,958 | $2,698,078 | |
| 2 | USB |
US Bancorp \De\
|
36,451 | $2,201,640 | |
| 3 | RF |
Regions Financial Corp
|
35,466 | $1,071,073 | |
| 4 | TFC |
Truist Financial Corp
|
14,435 | $719,151 | |
| 5 | NU |
Nu Holdings Ltd.
|
36,124 | $482,616 | |
| 6 | HDB |
Hdfc Bank Ltd
|
17,254 | $445,670 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
This page
|
47,266 | $386,163 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
4,358 | $355,133 |
All Filings in ITUB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,163 | 47,266 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $412,036 | 49,169 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $508,539 | 71,025 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $498,906 | 67,971 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $460,991 | 67,893 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $378,273 | 68,777 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $273,675 | 55,176 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $423,680 | 63,711 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $365,423 | 62,572 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $454,392 | 65,569 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $431,563 | 62,095 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $287,008 | 53,447 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $340,016 | 57,630 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $263,860 | 54,181 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $245,762 | 52,179 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $442,199 | 85,532 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $420,300 | 73,608 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $274,244 | 73,132 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $479,490 | 90,985 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $474,574 | 78,965 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $387,868 | 78,200 | Shares | Defined | 2021-05-18 | |
| 2020-03-31 | $56,074 | 12,489 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||