CGC Financial Services’s Itaú Unibanco ITUB Stock Holding History

CGC Financial Services’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	-93	Closed	-$666	–	346
2025 Q4	$666	Sell	93 -1	-1%	-$7	﹤0.01%	319
2025 Q3	$668	Hold	94	–	–	﹤0.01%	317
2025 Q2	$618	Hold	94	–	–	﹤0.01%	310
2025 Q1	$501	Hold	94	–	–	﹤0.01%	309
2024 Q4	$412	Hold	94	–	–	﹤0.01%	322
2024 Q3	$552	Hold	94	–	–	﹤0.01%	310
2024 Q2	$485	Hold	94	–	–	﹤0.01%	316
2024 Q1	$575	Hold	94	–	–	﹤0.01%	317
2023 Q4	$577	Hold	94	–	–	﹤0.01%	327
2023 Q3	$446	Hold	94	–	–	﹤0.01%	296
2023 Q2	$490	Buy	+94	New	+$444	﹤0.01%	320

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CGC Financial Services's ITUB Position: Q1 2026 in Review

CGC Financial Services sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 93 shares — an estimated $666 sold.

CGC Financial Services first reported a position in ITUB in Q2 2023 and held it in 11 quarters. The position peaked at $668 in Q3 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

CGC Financial Services reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
CGC Financial Services sold 93 Itaú Unibanco shares in Q1 2026, an estimated $666.
CGC Financial Services first reported a position in Itaú Unibanco in Q2 2023 and held it in 11 quarters.
CGC Financial Services's Itaú Unibanco position peaked at $668 in Q3 2025.
389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on CGC Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.