Fortress Private Ledger’s Itaú Unibanco ITUB Stock Holding History

Fortress Private Ledger’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	$482K	Buy	58,965 +17,534	+42%	+$145K	0.13%	167
2026 Q1	$347K	Buy	41,431 +5,199	+14%	+$43.5K	0.11%	169
2025 Q4	$259K	Buy	36,232 +14,260	+65%	+$101K	0.09%	177
2025 Q3	$157K	Buy	21,972 +990	+5%	+$6.54K	0.06%	200
2025 Q2	$138K	Buy	20,982 +7,451	+55%	+$45.4K	0.06%	182
2025 Q1	$72.3K	Buy	+13,531	New	+$68.1K	0.04%	175

Other funds holding ITUB

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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

Fortress Private Ledger's ITUB Position: Q2 2026 in Review

Fortress Private Ledger increased its Itaú Unibanco (ITUB) stake by 42% in Q2 2026, buying an estimated $145K and bringing the position to 58,965 shares worth $482K. The position accounts for 0.13% of the portfolio, ranked #167.

Fortress Private Ledger first reported a position in ITUB in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Fortress Private Ledger held 58,965 shares of Itaú Unibanco worth $482K as of Q2 2026.
Fortress Private Ledger bought 17,534 Itaú Unibanco shares in Q2 2026, an estimated $145K.
Itaú Unibanco made up 0.13% of Fortress Private Ledger's portfolio in Q2 2026, its #167 holding.
Fortress Private Ledger first reported a position in Itaú Unibanco in Q1 2025 and has held it in 6 quarters since.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.