Focus Partners Wealth
ITUB icon

Focus Partners Wealth’s Itaú Unibanco ITUB Stock Holding History

Focus Partners Wealth’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 		$207K Buy
25,326
+8,077
+47% +$66.9K ﹤0.01% 2492
2026
Q1 		$211K Sell
17,249
-3,780
-18% -$31.6K ﹤0.01% 2393
2025
Q4 		$152K Buy
21,029
+1,557
+8% +$11.1K ﹤0.01% 2494
2025
Q3 		$139K Buy
19,472
+5,082
+35% +$33.6K ﹤0.01% 2098
2025
Q2 		$94.9K Buy
+14,390
New +$87.7K ﹤0.01% 1947
2025
Q1 		– Sell
-16,797
Closed -$73.6K – 1978
2024
Q4 		$73.6K Buy
16,797
+1,063
+7% +$5.47K ﹤0.01% 1809
2024
Q3 		$92.3K Buy
+15,734
New +$88.6K ﹤0.01% 1521

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

Focus Partners Wealth's ITUB Position: Q2 2026 in Review

Focus Partners Wealth increased its Itaú Unibanco (ITUB) stake by 47% in Q2 2026, buying an estimated $66.9K and bringing the position to 25,326 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Focus Partners Wealth first reported a position in ITUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $211K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Focus Partners Wealth held 25,326 shares of Itaú Unibanco worth $207K as of Q2 2026.
  • Focus Partners Wealth bought 8,077 Itaú Unibanco shares in Q2 2026, an estimated $66.9K.
  • Itaú Unibanco made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2492 holding.
  • Focus Partners Wealth first reported a position in Itaú Unibanco in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Itaú Unibanco position peaked at $211K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.