First Affirmative Financial Network’s Itaú Unibanco ITUB Stock Holding History

First Affirmative Financial Network’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	$438K	Buy	+52,260	New	+$437K	0.17%	151
2025 Q3	$324K	Sell	45,529 -920	-2%	-$6.08K	0.15%	171
2025 Q2	$306K	Buy	46,449 +2,780	+6%	+$16.9K	0.16%	170
2025 Q1	$233K	Buy	43,669 +3,342	+8%	+$16.8K	0.14%	203
2024 Q4	$177K	Buy	40,327 +12,999	+48%	+$66.9K	0.1%	239
2024 Q3	$160K	Buy	27,328 +12,554	+85%	+$70.7K	0.09%	261
2024 Q2	$76.2K	Buy	14,774 +1,799	+14%	+$9.84K	0.05%	248
2024 Q1	$79.4K	Sell	12,975 -1,240	-9%	-$7.46K	0.06%	240
2023 Q4	$87.2K	Buy	14,215 +31	+0.2%	+$164	0.07%	230
2023 Q3	$67.2K	Buy	14,184 +879	+7%	+$4.38K	0.07%	202
2023 Q2	$69.3K	Sell	13,305 -838	-6%	-$3.96K	0.07%	187
2023 Q1	$60.8K	Buy	14,143 +1,925	+16%	+$8.16K	0.07%	154
2022 Q4	$50.8K	Sell	12,218 -746	-6%	-$3.39K	0.06%	146
2022 Q3	$59K	Sell	12,964 -156	-1%	-$665	0.08%	133
2022 Q2	$50K	Buy	13,120 +611	+5%	+$2.71K	0.06%	138
2022 Q1	$63K	Buy	+12,509	New	+$52.7K	0.06%	152

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Affirmative Financial Network's ITUB Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Itaú Unibanco (ITUB) in Q1 2026: 52,260 shares worth $438K. The stake represents 0.17% of the portfolio and ranks #151 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in ITUB as recently as Q3 2025.

First Affirmative Financial Network first reported a position in ITUB in Q1 2022 and has held it in 16 quarters since. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

First Affirmative Financial Network held 52,260 shares of Itaú Unibanco worth $438K as of Q1 2026.
Itaú Unibanco was a new First Affirmative Financial Network position in Q1 2026.
Itaú Unibanco made up 0.17% of First Affirmative Financial Network's portfolio in Q1 2026, its #151 holding.
First Affirmative Financial Network first reported a position in Itaú Unibanco in Q1 2022 and has held it in 16 quarters since.
387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.