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 $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 $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's ITUB Position: Q1 2026 in Review

Creative Planning increased its Itaú Unibanco (ITUB) stake by 36% in Q1 2026, buying an estimated $738K and bringing the position to 333,653 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Creative Planning first reported a position in ITUB in Q2 2013 and has held it in 47 quarters since. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Creative Planning held 333,653 shares of Itaú Unibanco worth $2.8M as of Q1 2026.
  • Creative Planning bought 88,265 Itaú Unibanco shares in Q1 2026, an estimated $738K.
  • Itaú Unibanco made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1641 holding.
  • Creative Planning first reported a position in Itaú Unibanco in Q2 2013 and has held it in 47 quarters since.
  • 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.