Frank Rimerman Advisors’s Itaú Unibanco ITUB Stock Holding History

Frank Rimerman Advisors’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	$1M	Buy	122,420 +682	+0.6%	+$5.65K	0.06%	258
2026 Q1	$1.02M	Hold	121,738	–	–	0.07%	235
2025 Q4	$872K	Buy	121,738 +365	+0.3%	+$2.6K	0.06%	257
2025 Q3	$865K	Buy	121,373 +69,362	+133%	+$458K	0.06%	246
2025 Q2	$343K	Buy	+52,011	New	+$317K	0.02%	421

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

Frank Rimerman Advisors's ITUB Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Itaú Unibanco (ITUB) stake by 0.56% in Q2 2026, buying an estimated $5.65K and bringing the position to 122,420 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #258.

Frank Rimerman Advisors first reported a position in ITUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Frank Rimerman Advisors held 122,420 shares of Itaú Unibanco worth $1M as of Q2 2026.
Frank Rimerman Advisors bought 682 Itaú Unibanco shares in Q2 2026, an estimated $5.65K.
Itaú Unibanco made up 0.06% of Frank Rimerman Advisors's portfolio in Q2 2026, its #258 holding.
Frank Rimerman Advisors first reported a position in Itaú Unibanco in Q2 2025 and has held it in 5 quarters since.
Frank Rimerman Advisors's Itaú Unibanco position peaked at $1.02M in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.