EWM
ITUB icon

Empirical Wealth Management’s Itaú Unibanco ITUB Stock Holding History

Empirical Wealth Management’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 		$167K Sell
20,421
-3,454
-14% -$28.6K ﹤0.01% 1026
2026
Q1 		$200K Buy
23,875
+7,993
+50% +$66.9K ﹤0.01% 950
2025
Q4 		$114K Buy
+15,882
New +$113K ﹤0.01% 882
2024
Q3 		– Sell
-11,464
Closed -$59.1K – 593
2024
Q2 		$59.1K Buy
+11,464
New +$62.7K ﹤0.01% 555

Other funds holding ITUB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Empirical Wealth Management's ITUB Position: Q2 2026 in Review

Empirical Wealth Management reduced its Itaú Unibanco (ITUB) stake by 14% in Q2 2026, selling an estimated $28.6K and leaving 20,421 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Empirical Wealth Management first reported a position in ITUB in Q2 2024 and has held it in 4 quarters since. The position peaked at $200K in Q1 2026. 79 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Empirical Wealth Management held 20,421 shares of Itaú Unibanco worth $167K as of Q2 2026.
  • Empirical Wealth Management sold 3,454 Itaú Unibanco shares in Q2 2026, an estimated $28.6K.
  • Itaú Unibanco made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1026 holding.
  • Empirical Wealth Management first reported a position in Itaú Unibanco in Q2 2024 and has held it in 4 quarters since.
  • Empirical Wealth Management's Itaú Unibanco position peaked at $200K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.