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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
2021
Q3 		– Sell
-107,060
Closed -$4K – 823
2021
Q2 		$4K Buy
+107,060
New +$431K ﹤0.01% 633
2017
Q4 		– Sell
-64,319
Closed -$87K – 543
2017
Q3 		$87K Hold
64,319
– – 0.01% 369
2017
Q2 		$32K Buy
+64,319
New +$361K ﹤0.01% 430

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
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
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $1.56T 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.