Bluefin Capital Management’s Itaú Unibanco ITUB Stock Holding History

Bluefin Capital 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	–	Sell	-92,698	Closed	-$664K	–	170
2025 Q4	$664K	Buy	+92,698	New	+$659K	0.16%	79
2020 Q1	–	Sell	-16,011	Closed	-$107K	–	550
2019 Q4	$107K	Buy	16,011 +138	+0.9%	+$865	0.01%	416
2019 Q3	$97K	Sell	15,873 -3,024	-16%	-$19.6K	0.01%	319
2019 Q2	$130K	Sell	18,897 -19,785	-51%	-$125K	0.02%	234
2019 Q1	$248K	Buy	+38,682	New	+$274K	0.04%	195
2018 Q1	–	Sell	-24,664	Closed	-$185K	–	511
2017 Q4	$156K	Buy	+24,664	New	+$157K	0.01%	358
2016 Q4	–	Sell	-33,788	Closed	-$163K	–	576
2016 Q3	$163K	Buy	+33,788	New	+$160K	0.01%	282
2016 Q1	–	Sell	-374,254	Closed	-$1.07M	–	607
2015 Q4	$1.07M	Buy	374,254 +13,379	+4%	+$42.5K	0.09%	225
2015 Q3	$1.05M	Buy	360,875 +199,786	+124%	+$709K	0.06%	186
2015 Q2	$707K	Sell	161,089 -18,708	-10%	-$88K	0.04%	253
2015 Q1	$797K	Buy	+179,797	New	+$878K	0.07%	210
2013 Q4	–	Sell	-52,855	Closed	-$300K	–	380
2013 Q3	$300K	Sell	52,855 -134,448	-72%	-$630K	0.03%	321
2013 Q2	$900K	Buy	+187,303	New	+$1.02M	0.08%	229

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

Bluefin Capital Management's ITUB Position: Q1 2026 in Review

Bluefin Capital Management sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 92,698 shares — an estimated $664K sold.

Bluefin Capital Management first reported a position in ITUB in Q2 2013 and held it in 13 quarters. The position peaked at $1.07M in Q4 2015. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Bluefin Capital Management reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 92,698 Itaú Unibanco shares in Q1 2026, an estimated $664K.
Bluefin Capital Management first reported a position in Itaú Unibanco in Q2 2013 and held it in 13 quarters.
Bluefin Capital Management's Itaú Unibanco position peaked at $1.07M in Q4 2015.
388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

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