Position in ITUB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$542,765
+$303,609 QoQ
Shares Held
66,434
+132.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#218
of 393 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 72%
Shared 28%
None 0%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,243,545 across 13 Banks - Regional names. ITUB ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
57,636 | $770,016 | |
| 2 | TFC |
Truist Financial Corp
|
13,659 | $680,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,558 | $629,830 | |
| 4 | GGAL |
Grupo Financiero Galicia SA
|
11,335 | $567,090 | |
| 5 | ITUB |
Itau Unibanco Holding S.A.
This page
|
66,434 | $542,765 | |
| 6 | USB |
US Bancorp \De\
|
6,603 | $398,821 | |
| 7 | RF |
Regions Financial Corp
|
10,339 | $312,237 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,540 | $288,310 |
All Filings in ITUB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,765 | 66,434 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,156 | 28,539 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $251,573 | 35,136 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $312,639 | 42,594 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $198,151 | 29,183 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $130,058 | 23,647 | Shares | Sole | 2025-04-18 | |
| 2023-09-30 | $350,288 | 65,231 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $385,115 | 65,274 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||