CFS
ITUB icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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 $1.47T AUM 27.86% 1-Year Est. Return