Annis Gardner Whiting Capital Advisors’s Itaú Unibanco ITUB Stock Holding History

Annis Gardner Whiting Capital 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	-1,218	Closed	-$10.2K	–	802
2026 Q1	$10.2K	Sell	1,218 -36	-3%	-$301	﹤0.01%	862
2025 Q4	$8.98K	Buy	+1,254	New	+$8.92K	﹤0.01%	793
2025 Q3	–	Sell	-1,255	Closed	-$8.27K	–	1322
2025 Q2	$8.27K	Buy	+1,255	New	+$7.65K	﹤0.01%	768
2024 Q3	–	Sell	-1,196	Closed	-$6.17K	–	847
2024 Q2	$6.17K	Hold	1,196	–	–	﹤0.01%	751
2024 Q1	$7.32K	Buy	+1,196	New	+$7.2K	﹤0.01%	711

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

Annis Gardner Whiting Capital Advisors's ITUB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 1,218 shares — an estimated $10.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ITUB in Q1 2024 and held it in 5 quarters. The position peaked at $10.2K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,218 Itaú Unibanco shares in Q2 2026, an estimated $10.2K.
Annis Gardner Whiting Capital Advisors first reported a position in Itaú Unibanco in Q1 2024 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Itaú Unibanco position peaked at $10.2K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.