Position in ITUB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$110,139
-$3,234 QoQ
Shares Held
13,481
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#308
of 391 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Athena Wealth Management, LLC holds $332,129 across 2 Banks - Regional names. ITUB ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
2,115 | $221,990 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
This page
|
13,481 | $110,139 |
All Filings in ITUB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,139 | 13,481 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $113,373 | 13,529 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $115,089 | 16,074 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||