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Diversified Trust’s Itaú Unibanco ITUB Stock Holding History

Diversified 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 		$1.33M Buy
+162,402
New +$1.35M 0.02% 406
2025
Q1 		– Sell
-82,990
Closed -$363K – 982
2024
Q4 		$363K Sell
82,990
-30,931
-27% -$159K 0.01% 684
2024
Q3 		$669K Hold
113,921
– – 0.02% 506
2024
Q2 		$587K Sell
113,921
-368
-0.3% -$2.01K 0.02% 488
2024
Q1 		$699K Sell
114,289
-179
-0.2% -$1.08K 0.02% 427
2023
Q4 		$702K Sell
114,468
-436
-0.4% -$2.31K 0.02% 400
2023
Q3 		$545K Sell
114,904
-696
-0.6% -$3.47K 0.02% 435
2023
Q2 		$602K Buy
115,600
+1,311
+1% +$6.2K 0.02% 404
2023
Q1 		$491K Hold
114,289
– – 0.02% 466
2022
Q4 		$475K Hold
114,289
– – 0.02% 442
2022
Q3 		$522K Hold
114,289
– – 0.02% 379
2022
Q2 		$432K Hold
114,289
– – 0.02% 435
2022
Q1 		$576K Sell
114,289
-12,690
-10% -$53.4K 0.02% 403
2021
Q4 		$420K Buy
+126,979
New +$457K 0.01% 514

Other funds holding ITUB

CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Diversified Trust's ITUB Position: Q2 2026 in Review

Diversified Trust opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 162,402 shares worth $1.33M. The stake represents 0.02% of the portfolio and ranks #406 among its holdings. This is a return to the name: Diversified Trust previously reported a position in ITUB as recently as Q4 2024.

Diversified Trust first reported a position in ITUB in Q4 2021 and has held it in 14 quarters since. 37 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Diversified Trust held 162,402 shares of Itaú Unibanco worth $1.33M as of Q2 2026.
  • Itaú Unibanco was a new Diversified Trust position in Q2 2026.
  • Itaú Unibanco made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #406 holding.
  • Diversified Trust first reported a position in Itaú Unibanco in Q4 2021 and has held it in 14 quarters since.
  • 37 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.