Fox Run Management’s Itaú Unibanco ITUB Stock Holding History

Fox Run Management’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	$543K	Buy	+66,409	New	+$550K	0.09%	443
2025 Q3	–	Sell	-32,767	Closed	-$216K	–	1077
2025 Q2	$216K	Sell	32,767 -10,502	-24%	-$64K	0.04%	735
2025 Q1	$231K	Buy	+43,269	New	+$218K	0.04%	757
2024 Q2	–	Sell	-88,085	Closed	-$539K	–	916
2024 Q1	$539K	Buy	+88,085	New	+$530K	0.12%	344
2023 Q3	–	Sell	-63,934	Closed	-$333K	–	839
2023 Q2	$333K	Buy	+63,934	New	+$302K	0.09%	411
2023 Q1	–	Sell	-11,667	Closed	-$48.5K	–	797
2022 Q4	$48.5K	Buy	+11,667	New	+$53K	0.02%	582
2017 Q3	–	Sell	-24,738	Closed	-$133K	–	767
2017 Q2	$133K	Sell	24,738 -57,928	-70%	-$325K	0.05%	583
2017 Q1	$484K	Buy	+82,666	New	+$490K	0.2%	199
2016 Q4	–	Sell	-48,754	Closed	-$235K	–	579
2016 Q3	$235K	Buy	+48,754	New	+$231K	0.14%	354

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

Fox Run Management's ITUB Position: Q2 2026 in Review

Fox Run Management opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 66,409 shares worth $543K. The stake represents 0.09% of the portfolio and ranks #443 among its holdings. This is a return to the name: Fox Run Management previously reported a position in ITUB as recently as Q2 2025.

Fox Run Management first reported a position in ITUB in Q3 2016 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Fox Run Management held 66,409 shares of Itaú Unibanco worth $543K as of Q2 2026.
Itaú Unibanco was a new Fox Run Management position in Q2 2026.
Itaú Unibanco made up 0.09% of Fox Run Management's portfolio in Q2 2026, its #443 holding.
Fox Run Management first reported a position in Itaú Unibanco in Q3 2016 and has held it in 9 quarters since.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.