Position in ITUB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$197,207
+$10,937 QoQ
Shares Held
24,138
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 393 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 74%
None 26%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aviso Financial Inc. holds $5,207,968 across 8 Banks - Regional names. ITUB ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
66,812 | $1,939,552 | |
| 2 | USB |
US Bancorp \De\
|
16,683 | $1,007,653 | |
| 3 | AX |
Axos Financial, Inc.
|
8,630 | $840,475 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
17,028 | $738,589 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
35,579 | $340,846 | |
| 6 | ITUB |
Itau Unibanco Holding S.A.
This page
|
24,138 | $197,207 | |
| 7 | HDB |
Hdfc Bank Ltd
|
4,928 | $127,290 | |
| 8 | OZK |
Bank OZK
|
314 | $16,356 |
All Filings in ITUB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,207 | 24,138 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $186,270 | 22,228 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $159,245 | 22,241 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $147,577 | 20,106 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $117,262 | 17,270 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $89,429 | 16,260 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $63,845 | 12,872 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $75,949 | 11,421 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,146 | 10,299 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||