Ancora Advisors’s Itaú Unibanco ITUB Stock Holding History

Ancora Advisors’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	–	Sell	-812	Closed	-$6.8K	–	2190
2026 Q1	$6.8K	Hold	812	–	–	﹤0.01%	1892
2025 Q4	$5.81K	Buy	+812	New	+$5.78K	﹤0.01%	1928
2022 Q2	–	Sell	-1,411	Closed	-$7K	–	2287
2022 Q1	$7K	Hold	1,411	–	–	﹤0.01%	1842
2021 Q4	$5K	Sell	1,411 -300	-18%	-$1.08K	﹤0.01%	2045
2021 Q3	$7K	Buy	+1,711	New	+$7.01K	﹤0.01%	1806

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

Ancora Advisors's ITUB Position: Q2 2026 in Review

Ancora Advisors sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 812 shares — an estimated $6.8K sold.

Ancora Advisors first reported a position in ITUB in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Ancora Advisors reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 812 Itaú Unibanco shares in Q2 2026, an estimated $6.8K.
Ancora Advisors first reported a position in Itaú Unibanco in Q3 2021 and held it in 5 quarters.
Ancora Advisors's Itaú Unibanco position peaked at $7K in Q1 2022.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.