BPI
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BFC Planning, Inc.’s Itaú Unibanco ITUB Stock Holding History

BFC Planning, Inc.’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 		$948 Sell
116
-17
-13% -$141 ﹤0.01% 3161
2026
Q1 		$1.12K Sell
133
-33
-20% -$276 ﹤0.01% 2725
2025
Q4 		$1.19K Sell
166
-1
-0.6% -$7 ﹤0.01% 2763
2025
Q3 		$1.19K Hold
167
– – ﹤0.01% 2595
2025
Q2 		$1.1K Sell
167
-28
-14% -$171 ﹤0.01% 2434
2025
Q1 		$1.04K Hold
195
– – ﹤0.01% 2443
2024
Q4 		$853 Buy
+195
New +$1K ﹤0.01% 2430

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Westwood Global Investments
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 $83.2B AUM 35.34% 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

BFC Planning, Inc.'s ITUB Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Itaú Unibanco (ITUB) stake by 13% in Q2 2026, selling an estimated $141 and leaving 116 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

BFC Planning, Inc. first reported a position in ITUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19K in Q4 2025. 394 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • BFC Planning, Inc. held 116 shares of Itaú Unibanco worth $948 as of Q2 2026.
  • BFC Planning, Inc. sold 17 Itaú Unibanco shares in Q2 2026, an estimated $141.
  • Itaú Unibanco made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3161 holding.
  • BFC Planning, Inc. first reported a position in Itaú Unibanco in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Itaú Unibanco position peaked at $1.19K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.