Bank Julius Baer & Co’s Itaú Unibanco ITUB Stock Holding History

Bank Julius Baer & 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 Q2	$176K	Hold	21,527	–	–	﹤0.01%	510
2026 Q1	$180K	Hold	21,527	–	–	﹤0.01%	506
2025 Q4	$154K	Hold	21,527	–	–	﹤0.01%	504
2025 Q3	$153K	Hold	21,527	–	–	﹤0.01%	504
2025 Q2	$142K	Hold	21,527	–	–	﹤0.01%	471
2025 Q1	$115K	Buy	21,527 +2,020	+10%	+$10.2K	﹤0.01%	463
2024 Q4	$94.2K	Buy	+19,507	New	+$100K	﹤0.01%	480
2020 Q4	–	Sell	-4,075	Closed	-$12K	–	827
2020 Q3	$12K	Buy	+4,075	New	+$13.8K	﹤0.01%	682

Other funds holding ITUB

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank Julius Baer & Co's ITUB Position: Q2 2026 in Review

Bank Julius Baer & Co held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 21,527 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Bank Julius Baer & Co first reported a position in ITUB in Q3 2020 and has held it in 8 quarters since. The position peaked at $180K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Bank Julius Baer & Co held 21,527 shares of Itaú Unibanco worth $176K as of Q2 2026.
Bank Julius Baer & Co left its Itaú Unibanco share count unchanged in Q2 2026.
Itaú Unibanco made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #510 holding.
Bank Julius Baer & Co first reported a position in Itaú Unibanco in Q3 2020 and has held it in 8 quarters since.
Bank Julius Baer & Co's Itaú Unibanco position peaked at $180K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.