BCI
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Brinker Capital Investments’s Itaú Unibanco ITUB Stock Holding History

Brinker Capital Investments’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 		$804K Buy
98,416
+7,530
+8% +$62.4K 0.01% 1270
2026
Q1 		$762K Sell
90,886
-13,069
-13% -$109K 0.01% 1266
2025
Q4 		$744K Sell
103,955
-4,330
-4% -$30.8K 0.01% 1393
2025
Q3 		$772K Buy
108,285
+18,275
+20% +$121K 0.01% 1353
2025
Q2 		$593K Buy
90,010
+15,971
+22% +$97.4K 0.01% 1439
2025
Q1 		$395K Buy
74,039
+22,127
+43% +$111K ﹤0.01% 1507
2024
Q4 		$227K Buy
51,912
+12,170
+31% +$62.6K ﹤0.01% 1689
2024
Q3 		$233K Buy
39,742
+22,576
+132% +$127K ﹤0.01% 1638
2024
Q2 		$88.5K Sell
17,166
-478
-3% -$2.62K ﹤0.01% 1686
2024
Q1 		$108K Buy
17,644
+80
+0.5% +$482 ﹤0.01% 1650
2023
Q4 		$106K Buy
17,564
+354
+2% +$1.88K ﹤0.01% 1615
2023
Q3 		$81.6K Sell
17,210
-225,753
-93% -$1.13M ﹤0.01% 1588
2023
Q2 		$1.27M Buy
242,963
+63,764
+36% +$301K 0.01% 851
2023
Q1 		$770K Buy
179,199
+6,538
+4% +$27.7K 0.01% 985
2022
Q4 		$718K Buy
172,661
+156,406
+962% +$711K 0.01% 860
2022
Q3 		$74K Sell
16,255
-482
-3% -$2.06K ﹤0.01% 1307
2022
Q2 		$63K Sell
16,737
-1,478
-8% -$6.56K ﹤0.01% 1331
2022
Q1 		$92K Sell
18,215
-77,360
-81% -$326K ﹤0.01% 1367
2021
Q4 		$316K Sell
95,575
-37,405
-28% -$135K ﹤0.01% 1226
2021
Q3 		$582K Hold
132,980
– – 0.01% 932
2021
Q2 		$582K Buy
132,980
+48,559
+58% +$196K 0.01% 984
2021
Q1 		$305K Sell
84,421
-116,017
-58% -$438K ﹤0.01% 1044
2020
Q4 		$889K Buy
200,438
+106,114
+112% +$397K 0.01% 704
2020
Q3 		$273K Buy
+94,324
New +$320K ﹤0.01% 1035

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

Brinker Capital Investments's ITUB Position: Q2 2026 in Review

Brinker Capital Investments increased its Itaú Unibanco (ITUB) stake by 8.3% in Q2 2026, buying an estimated $62.4K and bringing the position to 98,416 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #1270.

Brinker Capital Investments first reported a position in ITUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.27M in Q2 2023. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Brinker Capital Investments held 98,416 shares of Itaú Unibanco worth $804K as of Q2 2026.
  • Brinker Capital Investments bought 7,530 Itaú Unibanco shares in Q2 2026, an estimated $62.4K.
  • Itaú Unibanco made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1270 holding.
  • Brinker Capital Investments first reported a position in Itaú Unibanco in Q3 2020 and has held it in 24 quarters since.
  • Brinker Capital Investments's Itaú Unibanco position peaked at $1.27M in Q2 2023.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.