EGA
ITUB icon

Eagle Global Advisors’s Itaú Unibanco ITUB Stock Holding History

Eagle Global Advisors’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 		$3.76M Hold
460,410
– – 0.12% 112
2026
Q1 		$3.86M Hold
460,410
– – 0.14% 109
2025
Q4 		$3.3M Hold
460,410
– – 0.12% 114
2025
Q3 		$3.28M Sell
460,410
-25,750
-5% -$170K 0.13% 114
2025
Q2 		$3.2M Sell
486,160
-46,350
-9% -$283K 0.13% 108
2025
Q1 		$2.84M Buy
532,510
+67,980
+15% +$342K 0.12% 111
2024
Q4 		$2.03M Buy
464,530
+156,354
+51% +$805K 0.08% 127
2024
Q3 		$1.81M Sell
308,176
-24,926
-7% -$140K 0.09% 131
2024
Q2 		$1.72M Hold
333,102
– – 0.09% 122
2024
Q1 		$2.04M Hold
333,102
– – 0.11% 113
2023
Q4 		$2.04M Buy
333,102
+11,330
+4% +$60.1K 0.12% 120
2023
Q3 		$1.53M Hold
321,772
– – 0.1% 129
2023
Q2 		$1.68M Hold
321,772
– – 0.11% 122
2023
Q1 		$1.38M Buy
321,772
+56,650
+21% +$240K 0.09% 128
2022
Q4 		$1.1M Sell
265,122
-43,054
-14% -$196K 0.08% 132
2022
Q3 		$1.41M Sell
308,176
-16,995
-5% -$72.5K 0.11% 126
2022
Q2 		$1.23M Hold
325,171
– – 0.09% 130
2022
Q1 		$1.64M Sell
325,171
-6,798
-2% -$28.6K 0.1% 126
2021
Q4 		$1.1M Sell
331,969
-29,480
-8% -$106K 0.07% 139
2021
Q3 		$1.39M Buy
361,449
+101,701
+39% +$416K 0.09% 132
2021
Q2 		$1.14M Sell
259,748
-49,476
-16% -$199K 0.07% 139
2021
Q1 		$1.12M Buy
309,224
+84,590
+38% +$319K 0.08% 136
2020
Q4 		$995K Buy
224,634
+14,774
+7% +$55.3K 0.08% 135
2020
Q3 		$608K Buy
+209,860
New +$713K 0.05% 136
2016
Q2 		– Sell
-73,472
Closed -$278K – 380
2016
Q1 		$278K Hold
73,472
– – 0.01% 274
2015
Q4 		$211K Hold
73,472
– – 0.01% 317
2015
Q3 		$214K Buy
+73,472
New +$261K 0.01% 316

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

Eagle Global Advisors's ITUB Position: Q2 2026 in Review

Eagle Global Advisors held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 460,410 shares worth $3.76M. The position accounts for 0.12% of the portfolio, ranked #112.

Eagle Global Advisors first reported a position in ITUB in Q3 2015 and has held it in 27 quarters since. The position peaked at $3.86M in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Eagle Global Advisors held 460,410 shares of Itaú Unibanco worth $3.76M as of Q2 2026.
  • Eagle Global Advisors left its Itaú Unibanco share count unchanged in Q2 2026.
  • Itaú Unibanco made up 0.12% of Eagle Global Advisors's portfolio in Q2 2026, its #112 holding.
  • Eagle Global Advisors first reported a position in Itaú Unibanco in Q3 2015 and has held it in 27 quarters since.
  • Eagle Global Advisors's Itaú Unibanco position peaked at $3.86M in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.