GRP
ITUB icon

Global Retirement Partners’s Itaú Unibanco ITUB Stock Holding History

Global Retirement Partners’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 		$234K Buy
+28,607
New +$237K ﹤0.01% 1497
2025
Q4 		$521K Buy
72,748
+68,625
+1,664% +$488K 0.01% 940
2025
Q3 		$29.4K Buy
4,123
+778
+23% +$5.14K ﹤0.01% 2198
2025
Q2 		$22.1K Buy
+3,345
New +$20.4K ﹤0.01% 2244
2024
Q4 		$13.7K Sell
3,141
-201
-6% -$1.03K ﹤0.01% 2277
2024
Q3 		$19.6K Hold
3,342
– – ﹤0.01% 2007
2024
Q2 		$17.2K Hold
3,342
– – ﹤0.01% 2064
2024
Q1 		$20.4K Hold
3,342
– – ﹤0.01% 1806
2023
Q4 		$19.7K Hold
3,342
– – ﹤0.01% 1763
2023
Q3 		$15.6K Hold
3,342
– – ﹤0.01% 1760
2023
Q2 		$17.4K Hold
3,342
– – ﹤0.01% 1734
2023
Q1 		$14.5K Sell
3,342
-69
-2% -$293 ﹤0.01% 1774
2022
Q4 		$14.2K Sell
3,411
-75
-2% -$341 ﹤0.01% 1626
2022
Q3 		$18K Buy
3,486
+129
+4% +$550 ﹤0.01% 1440
2022
Q2 		$13K Buy
3,357
+29
+0.9% +$129 ﹤0.01% 1526
2022
Q1 		$16K Buy
3,328
+292
+10% +$1.23K ﹤0.01% 1439
2021
Q4 		$10K Buy
+3,036
New +$10.9K 0.01% 155
2021
Q3 		– Sell
-1,121
Closed -$5K – 2025
2021
Q2 		$5K Buy
+1,121
New +$4.52K ﹤0.01% 1566
2020
Q2 		– Sell
-349
Closed -$1K – 1669
2020
Q1 		$1K Buy
349
+260
+292% +$1.33K ﹤0.01% 1491
2019
Q4 		$1K Hold
89
– – ﹤0.01% 1542
2019
Q3 		$1K Hold
89
– – ﹤0.01% 1518
2019
Q2 		$1K Sell
89
-851
-91% -$5.36K ﹤0.01% 1514
2019
Q1 		$6K Hold
940
– – ﹤0.01% 1199
2018
Q4 		$6K Hold
940
– – ﹤0.01% 1109
2018
Q3 		$5K Hold
940
– – ﹤0.01% 1228
2018
Q2 		$5K Hold
940
– – ﹤0.01% 1202
2018
Q1 		$7K Hold
940
– – ﹤0.01% 1071
2017
Q4 		$6K Buy
+940
New +$6K ﹤0.01% 1067

Other funds holding ITUB

Capital Research Global Investors
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
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 $81.4B AUM 40.71% 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

Global Retirement Partners's ITUB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 28,607 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ITUB as recently as Q4 2025.

Global Retirement Partners first reported a position in ITUB in Q4 2017 and has held it in 28 quarters since. The position peaked at $521K in Q4 2025. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Global Retirement Partners held 28,607 shares of Itaú Unibanco worth $234K as of Q2 2026.
  • Itaú Unibanco was a new Global Retirement Partners position in Q2 2026.
  • Itaú Unibanco made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1497 holding.
  • Global Retirement Partners first reported a position in Itaú Unibanco in Q4 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's Itaú Unibanco position peaked at $521K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.