FPL
ITUB icon

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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
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
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortress Private Ledger's ITUB Position: Q1 2026 in Review

Fortress Private Ledger increased its Itaú Unibanco (ITUB) stake by 14% in Q1 2026, buying an estimated $43.5K and bringing the position to 41,431 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #169.

Fortress Private Ledger first reported a position in ITUB in Q1 2025 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Fortress Private Ledger held 41,431 shares of Itaú Unibanco worth $347K as of Q1 2026.
  • Fortress Private Ledger bought 5,199 Itaú Unibanco shares in Q1 2026, an estimated $43.5K.
  • Itaú Unibanco made up 0.11% of Fortress Private Ledger's portfolio in Q1 2026, its #169 holding.
  • Fortress Private Ledger first reported a position in Itaú Unibanco in Q1 2025 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.