Action Point Financial Planning’s Itaú Unibanco ITUB Stock Holding History

Action Point Financial Planning’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.23K	Buy	+397	New	+$3.29K	﹤0.01%	2018

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's ITUB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 397 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #2018 among its holdings.

392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Action Point Financial Planning held 397 shares of Itaú Unibanco worth $3.23K as of Q2 2026.
Itaú Unibanco was a new Action Point Financial Planning position in Q2 2026.
Itaú Unibanco made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2018 holding.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.