Position in ITUB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,448,000
-$27,103 QoQ
Shares Held
1,034,027
+2.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#90
of 393 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Moran Wealth Management, LLC holds $20,254,671 across 3 Banks - Regional names. ITUB ranks #1 (41.7% of the industry book) .
All Filings in ITUB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,448,000 | 1,034,027 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,475,103 | 1,011,349 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,563,858 | 916,740 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,220,249 | 847,447 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,623,823 | 828,255 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,530,653 | 823,756 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,522,318 | 710,138 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,045,224 | 758,677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,460,424 | 763,765 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,273,268 | 760,934 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,397,289 | 776,583 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||