Chevy Chase Trust
ITUB icon

Chevy Chase Trust’s Itaú Unibanco ITUB Stock Holding History

Chevy Chase Trust’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 		$11.4M Buy
+1,391,524
New +$11.5M 0.03% 385
2020
Q1 		– Sell
-220
Closed -$1K – 813
2019
Q4 		$1K Buy
+220
New +$1.38K ﹤0.01% 1152

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

Chevy Chase Trust's ITUB Position: Q2 2026 in Review

Chevy Chase Trust opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 1,391,524 shares worth $11.4M. The stake represents 0.03% of the portfolio and ranks #385 among its holdings. This is a return to the name: Chevy Chase Trust previously reported a position in ITUB as recently as Q4 2019.

Chevy Chase Trust first reported a position in ITUB in Q4 2019 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Chevy Chase Trust held 1,391,524 shares of Itaú Unibanco worth $11.4M as of Q2 2026.
  • Itaú Unibanco was a new Chevy Chase Trust position in Q2 2026.
  • Itaú Unibanco made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #385 holding.
  • Chevy Chase Trust first reported a position in Itaú Unibanco in Q4 2019 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.