AG
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Ascent Group’s Itaú Unibanco ITUB Stock Holding History

Ascent Group’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 		$98K Buy
11,991
+156
+1% +$1.29K ﹤0.01% 798
2026
Q1 		$99.2K Buy
11,835
+1,472
+14% +$12.3K ﹤0.01% 746
2025
Q4 		$74.2K Buy
+10,363
New +$73.7K ﹤0.01% 746

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

Ascent Group's ITUB Position: Q2 2026 in Review

Ascent Group increased its Itaú Unibanco (ITUB) stake by 1.3% in Q2 2026, buying an estimated $1.29K and bringing the position to 11,991 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Ascent Group first reported a position in ITUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.2K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Ascent Group held 11,991 shares of Itaú Unibanco worth $98K as of Q2 2026.
  • Ascent Group bought 156 Itaú Unibanco shares in Q2 2026, an estimated $1.29K.
  • Itaú Unibanco made up ﹤0.01% of Ascent Group's portfolio in Q2 2026, its #798 holding.
  • Ascent Group first reported a position in Itaú Unibanco in Q4 2025 and has held it in 3 quarters since.
  • Ascent Group's Itaú Unibanco position peaked at $99.2K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.