Financial Management Professionals’s Itaú Unibanco ITUB Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-756	Closed	-$5.42K	–	1000
2025 Q4	$5.42K	Hold	756	–	–	﹤0.01%	617
2025 Q3	$5.39K	Buy	+756	New	+$4.99K	﹤0.01%	595
2022 Q2	–	Sell	-315	Closed	-$2K	–	1029
2022 Q1	$2K	Buy	+315	New	+$1.33K	﹤0.01%	780
2021 Q4	–	Sell	-88	Closed	–	–	1023
2021 Q3	$0	Hold	88	–	–	﹤0.01%	993
2021 Q2	$0	Buy	+88	New	+$355	﹤0.01%	923

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Management Professionals's ITUB Position: Q1 2026 in Review

Financial Management Professionals sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 756 shares — an estimated $5.42K sold.

Financial Management Professionals first reported a position in ITUB in Q2 2021 and held it in 5 quarters. The position peaked at $5.42K in Q4 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Financial Management Professionals reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
Financial Management Professionals sold 756 Itaú Unibanco shares in Q1 2026, an estimated $5.42K.
Financial Management Professionals first reported a position in Itaú Unibanco in Q2 2021 and held it in 5 quarters.
Financial Management Professionals's Itaú Unibanco position peaked at $5.42K in Q4 2025.
389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Financial Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.