Position in ITUB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$8,475,103
+$1,911,245 QoQ
Shares Held
1,011,349
+10.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 99.97745585351842.ToString("F0")%
Shared 0.02254414648158054.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Moran Wealth Management, LLC holds $18,659,793 across 3 Banks - Regional names. ITUB ranks #1 (45.4% of the industry book) .
All Filings in ITUB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $6,039,076 | 847,447 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,460,022 | 828,255 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,398,692 | 823,756 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,108,842 | 710,138 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,452,978 | 758,677 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,936,826 | 763,765 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,654,252 | 760,934 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,763,715 | 776,583 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||