Bell Investment Advisors’s Itaú Unibanco ITUB Stock Holding History

Bell Investment Advisors’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	$12K	Sell	1,465 -295	-17%	-$2.44K	﹤0.01%	653
2026 Q1	$14.7K	Buy	1,760 +295	+20%	+$2.47K	﹤0.01%	541
2025 Q4	$10.5K	Buy	1,465 +1,331	+993%	+$9.47K	﹤0.01%	680
2025 Q3	$955	Hold	134	–	–	﹤0.01%	1566
2025 Q2	$883	Hold	134	–	–	﹤0.01%	1627
2025 Q1	$715	Sell	134 -1	-0.7%	-$5	﹤0.01%	1654
2024 Q4	$591	Hold	135	–	–	﹤0.01%	1721
2024 Q3	$792	Hold	135	–	–	﹤0.01%	1664
2024 Q2	$695	Hold	135	–	–	﹤0.01%	1708
2024 Q1	$825	Hold	135	–	–	﹤0.01%	1655
2023 Q4	$828	Hold	135	–	–	﹤0.01%	1637
2023 Q3	$640	Hold	135	–	–	﹤0.01%	1695
2023 Q2	$703	Hold	135	–	–	﹤0.01%	1690
2023 Q1	$580	Hold	135	–	–	﹤0.01%	1755
2022 Q4	$560	Hold	135	–	–	﹤0.01%	1757
2022 Q3	$1K	Buy	+135	New	+$576	﹤0.01%	1448
2021 Q4	$4K	Sell	1,104 -52	-4%	-$187	﹤0.01%	869
2021 Q3	$4K	Buy	+1,156	New	+$4.73K	﹤0.01%	800

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

Bell Investment Advisors's ITUB Position: Q2 2026 in Review

Bell Investment Advisors reduced its Itaú Unibanco (ITUB) stake by 17% in Q2 2026, selling an estimated $2.44K and leaving 1,465 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Bell Investment Advisors first reported a position in ITUB in Q3 2021 and has held it in 18 quarters since. The position peaked at $14.7K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Bell Investment Advisors held 1,465 shares of Itaú Unibanco worth $12K as of Q2 2026.
Bell Investment Advisors sold 295 Itaú Unibanco shares in Q2 2026, an estimated $2.44K.
Itaú Unibanco made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #653 holding.
Bell Investment Advisors first reported a position in Itaú Unibanco in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Itaú Unibanco position peaked at $14.7K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.