Position in ITUB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$504,970
+$74,218 QoQ
Shares Held
60,259
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 quarters on record
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Spire Wealth Management holds $2,953,566 across 51 Banks - Regional names. ITUB ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
13,366 | $620,984 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
This page
|
60,259 | $504,970 | |
| 3 | TFC |
Truist Financial Corp
|
8,298 | $381,459 | |
| 4 | USB |
US Bancorp De
|
3,863 | $200,914 | |
| 5 | HDB |
Hdfc Bank Ltd
|
7,622 | $189,635 | |
| 6 | MNSB |
MainStreet Bancshares, Inc.
|
6,562 | $145,676 | |
| 7 | NRIM |
Northrim Bancorp Inc
|
6,300 | $144,144 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
7,372 | $115,371 |
All Filings in ITUB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $504,970 | 60,259 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $430,752 | 60,161 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $396,779 | 55,679 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $342,438 | 51,946 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $275,480 | 51,590 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $195,854 | 44,738 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $242,599 | 41,333 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $211,071 | 40,949 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $253,516 | 41,448 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,251 | 367 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,734 | 366 | Shares | Sole | 2023-11-08 | |
| 2021-12-31 | $6,358 | 1,921 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $6,932 | 1,921 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||