Coldstream Capital Management’s Itaú Unibanco ITUB Stock Holding History

Coldstream Capital Management’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	$99.4K	Sell	12,170 -10,414	-46%	-$86.3K	﹤0.01%	1200
2026 Q1	$189K	Sell	22,584 -2,419	-10%	-$20.2K	﹤0.01%	1133
2025 Q4	$179K	Sell	25,003 -1,652	-6%	-$11.8K	﹤0.01%	1114
2025 Q3	$190K	Buy	26,655 +12,189	+84%	+$80.5K	﹤0.01%	1160
2025 Q2	$95.4K	Sell	14,466 -324	-2%	-$1.98K	﹤0.01%	1088
2025 Q1	$79K	Buy	14,790 +1,296	+10%	+$6.52K	﹤0.01%	1473
2024 Q4	$59.1K	Sell	13,494 -4,131	-23%	-$21.3K	﹤0.01%	1056
2024 Q3	$103K	Buy	17,625 +2,549	+17%	+$14.4K	﹤0.01%	1066
2024 Q2	$77.7K	Buy	15,076 +3,471	+30%	+$19K	﹤0.01%	974
2024 Q1	$71K	Buy	+11,605	New	+$69.8K	﹤0.01%	987

Other funds holding ITUB

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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

Coldstream Capital Management's ITUB Position: Q2 2026 in Review

Coldstream Capital Management reduced its Itaú Unibanco (ITUB) stake by 46% in Q2 2026, selling an estimated $86.3K and leaving 12,170 shares worth $99.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Coldstream Capital Management first reported a position in ITUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $190K in Q3 2025. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Coldstream Capital Management held 12,170 shares of Itaú Unibanco worth $99.4K as of Q2 2026.
Coldstream Capital Management sold 10,414 Itaú Unibanco shares in Q2 2026, an estimated $86.3K.
Itaú Unibanco made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1200 holding.
Coldstream Capital Management first reported a position in Itaú Unibanco in Q1 2024 and has held it in 10 quarters since.
Coldstream Capital Management's Itaú Unibanco position peaked at $190K in Q3 2025.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

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