Corient Private Wealth
ITUB icon

Corient Private Wealth’s Itaú Unibanco ITUB Stock Holding History

Corient Private Wealth’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 		$390K Sell
47,753
-5,637
-11% -$46.7K ﹤0.01% 2397
2026
Q1 		$409K Sell
53,390
-2,152
-4% -$18K ﹤0.01% 2134
2025
Q4 		$398K Buy
55,542
+13,177
+31% +$93.7K ﹤0.01% 1988
2025
Q3 		$302K Buy
42,365
+956
+2% +$6.32K ﹤0.01% 2108
2025
Q2 		$273K Buy
41,409
+22,086
+114% +$135K ﹤0.01% 2046
2025
Q1 		$103K Sell
19,323
-868
-4% -$4.37K ﹤0.01% 2170
2024
Q4 		$88.4K Sell
20,191
-7,941
-28% -$40.9K ﹤0.01% 2236
2024
Q3 		$165K Buy
28,132
+5,304
+23% +$29.9K ﹤0.01% 2256
2024
Q2 		$118K Sell
22,828
-789
-3% -$4.32K ﹤0.01% 2192
2024
Q1 		$144K Sell
23,617
-12,300
-34% -$74K ﹤0.01% 2141
2023
Q4 		$220K Buy
35,917
+3,497
+11% +$18.5K ﹤0.01% 2021
2023
Q3 		$151K Buy
32,420
+3,192
+11% +$15.9K ﹤0.01% 1969
2023
Q2 		$152K Sell
29,228
-1,195
-4% -$5.65K ﹤0.01% 1926
2023
Q1 		$131K Buy
30,423
+12,916
+74% +$54.8K ﹤0.01% 1856
2022
Q4 		$72.9K Buy
+17,507
New +$79.5K ﹤0.01% 1600

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

Corient Private Wealth's ITUB Position: Q2 2026 in Review

Corient Private Wealth reduced its Itaú Unibanco (ITUB) stake by 11% in Q2 2026, selling an estimated $46.7K and leaving 47,753 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Corient Private Wealth first reported a position in ITUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $409K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Corient Private Wealth held 47,753 shares of Itaú Unibanco worth $390K as of Q2 2026.
  • Corient Private Wealth sold 5,637 Itaú Unibanco shares in Q2 2026, an estimated $46.7K.
  • Itaú Unibanco made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2397 holding.
  • Corient Private Wealth first reported a position in Itaú Unibanco in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Itaú Unibanco position peaked at $409K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.