Creative Planning
ITUB icon

Creative Planning’s Itaú Unibanco ITUB Stock Holding History

Creative Planning’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
2016
Q1 		– Sell
-11,338
Closed -$1K – 4427
2015
Q4 		$1K Hold
11,338
– – ﹤0.01% 4212
2015
Q3 		$2K Buy
+11,338
New +$40.3K ﹤0.01% 3944

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Westwood Global Investments
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 $83.2B AUM 35.34% 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

Creative Planning's ITUB Position: Q2 2026 in Review

Creative Planning reduced its Itaú Unibanco (ITUB) stake by 7% in Q2 2026, selling an estimated $193K and leaving 310,424 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Creative Planning first reported a position in ITUB in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.8M in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Creative Planning held 310,424 shares of Itaú Unibanco worth $2.54M as of Q2 2026.
  • Creative Planning sold 23,229 Itaú Unibanco shares in Q2 2026, an estimated $193K.
  • Itaú Unibanco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1901 holding.
  • Creative Planning first reported a position in Itaú Unibanco in Q2 2013 and has held it in 48 quarters since.
  • Creative Planning's Itaú Unibanco position peaked at $2.8M in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.