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Atria Investments’s Itaú Unibanco ITUB Stock Holding History

Atria Investments’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 		$886K Sell
108,418
-6,200
-5% -$51.4K 0.01% 1177
2026
Q1 		$960K Sell
114,618
-2,408
-2% -$20.1K 0.01% 1076
2025
Q4 		$838K Buy
117,026
+13,487
+13% +$95.9K 0.01% 1164
2025
Q3 		$738K Buy
103,539
+4,963
+5% +$32.8K 0.01% 1202
2025
Q2 		$650K Sell
98,576
-7
-0% -$43 0.01% 1279
2025
Q1 		$526K Sell
98,583
-4,537
-4% -$22.8K 0.01% 1331
2024
Q4 		$451K Sell
103,120
-30,611
-23% -$158K 0.01% 1371
2024
Q3 		$785K Sell
133,731
-5,149
-4% -$29K 0.01% 1103
2024
Q2 		$716K Buy
+138,880
New +$760K 0.01% 1114
2022
Q4 		– Sell
-297,245
Closed -$1.36M – 790
2022
Q3 		$1.36M Buy
+297,245
New +$1.27M 0.03% 616
2021
Q4 		– Sell
-403,481
Closed -$1.55M – 868
2021
Q3 		$1.55M Buy
403,481
+59,746
+17% +$245K 0.03% 628
2021
Q2 		$1.5M Buy
343,735
+33,069
+11% +$133K 0.03% 616
2021
Q1 		$1.12M Buy
+310,666
New +$1.17M 0.02% 665
2020
Q1 		– Sell
-23,623
Closed -$157K – 868
2019
Q4 		$157K Buy
+23,623
New +$148K ﹤0.01% 1168
2018
Q2 		– Sell
-22,862
Closed -$173K – 978
2018
Q1 		$173K Sell
22,862
-254
-1% -$1.9K 0.01% 840
2017
Q4 		$146K Buy
23,116
+592
+3% +$3.78K 0.01% 793
2017
Q3 		$150K Sell
22,524
-14,663
-39% -$89.6K 0.01% 766
2017
Q2 		$199K Sell
37,187
-1,501
-4% -$8.42K 0.01% 709
2017
Q1 		$227K Buy
38,688
+2,903
+8% +$17.2K 0.01% 610
2016
Q4 		$178K Buy
35,785
+3,684
+11% +$18.9K 0.01% 612
2016
Q3 		$155K Sell
32,101
-354
-1% -$1.68K 0.01% 527
2016
Q2 		$137K Sell
32,455
-15,311
-32% -$59K 0.01% 456
2016
Q1 		$181K Buy
47,766
+1,316
+3% +$4.01K 0.02% 421
2015
Q4 		$124K Buy
+46,450
New +$148K 0.01% 389
2013
Q4 		– Sell
-77,322
Closed -$398K – 456
2013
Q3 		$398K Buy
77,322
+15,876
+26% +$74.4K 0.04% 314
2013
Q2 		$289K Buy
+61,446
New +$335K 0.04% 303

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

Atria Investments's ITUB Position: Q2 2026 in Review

Atria Investments reduced its Itaú Unibanco (ITUB) stake by 5.4% in Q2 2026, selling an estimated $51.4K and leaving 108,418 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #1177.

Atria Investments first reported a position in ITUB in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.55M in Q3 2021. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Atria Investments held 108,418 shares of Itaú Unibanco worth $886K as of Q2 2026.
  • Atria Investments sold 6,200 Itaú Unibanco shares in Q2 2026, an estimated $51.4K.
  • Itaú Unibanco made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1177 holding.
  • Atria Investments first reported a position in Itaú Unibanco in Q2 2013 and has held it in 26 quarters since.
  • Atria Investments's Itaú Unibanco position peaked at $1.55M in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.