Position in ITUB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$655,257
+$141,771 QoQ
Shares Held
78,193
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 95.05326563758905.ToString("F0")%
Shared 0.ToString("F0")%
None 4.946734362410957.ToString("F0")%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Naviter Wealth, LLC holds $12,374,823 across 9 Banks - Regional names. ITUB ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
53,704 | $2,464,476 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
269,268 | $2,137,987 | |
| 3 | LYG |
Lloyds Banking Group plc
|
367,861 | $1,850,340 | |
| 4 | HDB |
Hdfc Bank Ltd
|
70,968 | $1,765,683 | |
| 5 | IBN |
Icici Bank Ltd
|
55,081 | $1,426,597 | |
| 6 | NWG |
NatWest Group plc
|
54,129 | $806,522 | |
| 7 | SFNC |
Simmons First National Corp
|
39,461 | $767,516 | |
| 8 | ITUB |
Itau Unibanco Holding S.A.
This page
|
78,193 | $655,257 |
All Filings in ITUB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,257 | 78,193 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $513,486 | 71,716 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $535,940 | 75,207 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $447,603 | 67,899 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||