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 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

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