BEI
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Benjamin Edwards Inc’s Itaú Unibanco ITUB Stock Holding History

Benjamin Edwards Inc’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 		$350K Buy
42,911
+6,348
+17% +$52.6K ﹤0.01% 1170
2026
Q1 		$306K Buy
36,563
+9,354
+34% +$78.3K ﹤0.01% 1148
2025
Q4 		$195K Buy
27,209
+6,255
+30% +$44.5K ﹤0.01% 1275
2025
Q3 		$149K Buy
+20,954
New +$138K ﹤0.01% 1264

Other funds holding ITUB

Capital Research Global Investors
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Benjamin Edwards Inc's ITUB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Itaú Unibanco (ITUB) stake by 17% in Q2 2026, buying an estimated $52.6K and bringing the position to 42,911 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Benjamin Edwards Inc first reported a position in ITUB in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Benjamin Edwards Inc held 42,911 shares of Itaú Unibanco worth $350K as of Q2 2026.
  • Benjamin Edwards Inc bought 6,348 Itaú Unibanco shares in Q2 2026, an estimated $52.6K.
  • Itaú Unibanco made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1170 holding.
  • Benjamin Edwards Inc first reported a position in Itaú Unibanco in Q3 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.