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Align Financial’s Itaú Unibanco ITUB Stock Holding History

Align Financial’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 		$605 Hold
74
– – ﹤0.01% 343
2026
Q1 		$620 Buy
+74
New +$619 ﹤0.01% 353

Other funds holding ITUB

Capital Research Global Investors
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Align Financial's ITUB Position: Q2 2026 in Review

Align Financial held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 74 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Align Financial first reported a position in ITUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $620 in Q1 2026. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Align Financial held 74 shares of Itaú Unibanco worth $605 as of Q2 2026.
  • Align Financial left its Itaú Unibanco share count unchanged in Q2 2026.
  • Itaú Unibanco made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #343 holding.
  • Align Financial first reported a position in Itaú Unibanco in Q1 2026 and has held it in 2 quarters since.
  • Align Financial's Itaú Unibanco position peaked at $620 in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.