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
2019 Q2	–	Sell	-235,835	Closed	-$13K	–	410
2019 Q1	$13K	Buy	+235,835	New	+$1.67M	﹤0.01%	355
2018 Q2	–	Sell	-51,537	Closed	-$5K	–	456
2018 Q1	$5K	Hold	51,537	–	–	﹤0.01%	396
2017 Q4	$29K	Buy	+51,537	New	+$329K	﹤0.01%	407
2016 Q4	–	Sell	-45,353	Closed	-$8K	–	577
2016 Q3	$8K	Buy	+45,353	New	+$215K	﹤0.01%	406
2015 Q3	–	Sell	-326,518	Closed	-$242K	–	549
2015 Q2	$242K	Buy	326,518 +14,717	+5%	+$69.2K	0.01%	394
2015 Q1	$269K	Hold	311,801	–	–	0.02%	348
2014 Q4	$194K	Hold	311,801	–	–	0.01%	521
2014 Q3	$166K	Buy	+311,801	New	+$1.99M	0.01%	603

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.