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ITUB icon

Bailard’s Itaú Unibanco ITUB Stock Holding History

Bailard’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 		$1.55M Buy
185,400
+5,400
+3% +$45.2K 0.04% 263
2025
Q4 		$1.29M Sell
180,000
-5,400
-3% -$38.4K 0.03% 287
2025
Q3 		$1.32M Buy
+185,400
New +$1.22M 0.03% 292
2019
Q2 		– Sell
-16,492
Closed -$106K – 575
2019
Q1 		$106K Sell
16,492
-34,358
-68% -$243K 0.01% 524
2018
Q4 		$338K Sell
50,850
-133,901
-72% -$860K 0.02% 398
2018
Q3 		$984K Sell
184,751
-20,615
-10% -$111K 0.06% 221
2018
Q2 		$1.03M Hold
205,366
– – 0.06% 217
2018
Q1 		$1.55M Buy
205,366
+6,432
+3% +$48.1K 0.1% 185
2017
Q4 		$1.25M Buy
198,934
+101,541
+104% +$648K 0.08% 218
2017
Q3 		$647K Buy
+97,393
New +$595K 0.05% 195
2016
Q2 		– Sell
-56,691
Closed -$215K – 316
2016
Q1 		$215K Sell
56,691
-328,808
-85% -$1M 0.03% 235
2015
Q4 		$1.11M Buy
+385,499
New +$1.22M 0.49% 78

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