B. Metzler seel. Sohn & Co’s Itaú Unibanco ITUB Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	$6.44M	Sell	768,951 -39,000	-5%	-$326K	0.06%	179
2025 Q4	$5.78M	Sell	807,951 -56,527	-7%	-$402K	0.05%	190
2025 Q3	$6.16M	Buy	864,478 +70,620	+9%	+$467K	0.05%	165
2025 Q2	$5.23M	Sell	793,858 -8,106,657	-91%	-$49.4M	0.05%	179
2025 Q1	$4.75M	Buy	8,900,515 +7,979,915	+867%	+$40.2M	0.05%	187
2024 Q4	$4.03M	Sell	920,600 -224,689	-20%	-$1.16M	0.04%	201
2024 Q3	$6.72M	Sell	1,145,289 -80,884	-7%	-$456K	0.07%	150
2024 Q2	$6.32M	Buy	1,226,173 +120,034	+11%	+$657K	0.06%	147
2024 Q1	$6.77M	Sell	1,106,139 -382	-0%	-$2.3K	0.07%	138
2023 Q4	$6.79M	Sell	1,106,521 -259,303	-19%	-$1.37M	0.09%	135
2023 Q3	$6.47M	Hold	1,365,824	–	–	0.1%	129
2023 Q2	$7.11M	Sell	1,365,824 -147,440	-10%	-$697K	0.1%	144
2023 Q1	$6.5M	Sell	1,513,264 -159,744	-10%	-$677K	0.1%	130
2022 Q4	$6.95M	Sell	1,673,008 -282,000	-14%	-$1.28M	0.12%	115
2022 Q3	$8.92M	Sell	1,955,008 -273,467	-12%	-$1.17M	0.16%	98
2022 Q2	$8.42M	Sell	2,228,475 -1,149,270	-34%	-$5.1M	0.14%	110
2022 Q1	$17M	Buy	3,377,745 +530,004	+19%	+$2.23M	0.23%	77
2021 Q4	$9.4M	Sell	2,847,741 -419,532	-13%	-$1.51M	0.12%	117
2021 Q3	$12.5M	Sell	3,267,273 -864,967	-21%	-$3.54M	0.18%	89
2021 Q2	$18.1M	Buy	4,132,240 +624,000	+18%	+$2.51M	0.27%	64
2021 Q1	$12.7M	Buy	3,508,240 +285,557	+9%	+$1.08M	0.21%	74
2020 Q4	$14.4M	Buy	+3,222,683	New	+$12.1M	0.27%	71

Other funds holding ITUB

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return