Bruce G. Allen Investments’s Itaú Unibanco ITUB Stock Holding History

Bruce G. Allen 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 Q1	$37.4K	Sell	4,462 -503	-10%	-$4.21K	0.02%	318
2025 Q4	$35.5K	Sell	4,965 -450	-8%	-$3.2K	0.02%	319
2025 Q3	$38.6K	Hold	5,415	–	–	0.03%	306
2025 Q2	$35.7K	Sell	5,415 -346	-6%	-$2.11K	0.03%	308
2025 Q1	$30.8K	Sell	5,761 -150	-3%	-$755	0.02%	322
2024 Q4	$25.9K	Sell	5,911 -109	-2%	-$561	0.02%	347
2024 Q3	$35.3K	Buy	6,020 +306	+5%	+$1.72K	0.03%	315
2024 Q2	$29.5K	Buy	5,714 +295	+5%	+$1.61K	0.02%	326
2024 Q1	$33.1K	Sell	5,419 -509	-9%	-$3.06K	0.03%	308
2023 Q4	$36.4K	Buy	+5,928	New	+$31.4K	0.03%	288

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

Bruce G. Allen Investments's ITUB Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Itaú Unibanco (ITUB) stake by 10% in Q1 2026, selling an estimated $4.21K and leaving 4,462 shares worth $37.4K. The position accounts for 0.02% of the portfolio, ranked #318.

Bruce G. Allen Investments first reported a position in ITUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.6K in Q3 2025. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Bruce G. Allen Investments held 4,462 shares of Itaú Unibanco worth $37.4K as of Q1 2026.
Bruce G. Allen Investments sold 503 Itaú Unibanco shares in Q1 2026, an estimated $4.21K.
Itaú Unibanco made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #318 holding.
Bruce G. Allen Investments first reported a position in Itaú Unibanco in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Itaú Unibanco position peaked at $38.6K in Q3 2025.
387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.