Balyasny Asset Management’s Itaú Unibanco ITUB Stock Holding History

Balyasny Asset Management’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	$1.61M	Sell	192,576 -211,180	-52%	-$1.77M	﹤0.01%	1878
2025 Q4	$2.89M	Buy	403,756 +313,789	+349%	+$2.23M	﹤0.01%	1690
2025 Q3	$641K	Sell	89,967 -477,108	-84%	-$3.15M	﹤0.01%	2289
2025 Q2	$3.74M	Buy	+567,075	New	+$3.46M	0.01%	1430
2024 Q4	–	Sell	-36,026	Closed	-$211K	–	2997
2024 Q3	$211K	Sell	36,026 -467,772	-93%	-$2.63M	﹤0.01%	2547
2024 Q2	$2.6M	Buy	+503,798	New	+$2.76M	﹤0.01%	1437
2024 Q1	–	Sell	-538,894	Closed	-$3.31M	–	2862
2023 Q4	$3.31M	Buy	+538,894	New	+$2.86M	0.01%	1284
2021 Q1	–	Sell	-37,185	Closed	-$165K	–	1917
2020 Q4	$165K	Buy	+37,185	New	+$139K	﹤0.01%	1237
2020 Q1	–	Sell	-118,474	Closed	-$789K	–	1325
2019 Q4	$789K	Buy	118,474 +86,405	+269%	+$541K	﹤0.01%	923
2019 Q3	$196K	Buy	+32,069	New	+$208K	﹤0.01%	1078
2018 Q4	–	Sell	-1,379,343	Closed	-$7.35M	–	1556
2018 Q3	$7.35M	Buy	+1,379,343	New	+$7.41M	0.03%	584
2018 Q1	–	Sell	-1,752,614	Closed	-$11.1M	–	2116
2017 Q4	$11.1M	Buy	+1,752,614	New	+$11.2M	0.03%	603
2017 Q3	–	Sell	-1,949,789	Closed	-$10.5M	–	1981
2017 Q2	$10.5M	Buy	+1,949,789	New	+$10.9M	0.04%	526

Other funds holding ITUB

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

OAG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balyasny Asset Management's ITUB Position: Q1 2026 in Review

Balyasny Asset Management reduced its Itaú Unibanco (ITUB) stake by 52% in Q1 2026, selling an estimated $1.77M and leaving 192,576 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Balyasny Asset Management first reported a position in ITUB in Q2 2017 and has held it in 13 quarters since. The position peaked at $11.1M in Q4 2017. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Balyasny Asset Management held 192,576 shares of Itaú Unibanco worth $1.61M as of Q1 2026.
Balyasny Asset Management sold 211,180 Itaú Unibanco shares in Q1 2026, an estimated $1.77M.
Itaú Unibanco made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1878 holding.
Balyasny Asset Management first reported a position in Itaú Unibanco in Q2 2017 and has held it in 13 quarters since.
Balyasny Asset Management's Itaú Unibanco position peaked at $11.1M in Q4 2017.
388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.