GuardCap Asset Management’s Itaú Unibanco ITUB Stock Holding History

GuardCap Asset 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	–	Sell	-67,718	Closed	-$567K	–	23
2026 Q1	$567K	Sell	67,718 -161,766	-70%	-$1.35M	0.03%	22
2025 Q4	$1.64M	Sell	229,484 -31,724	-12%	-$226K	0.04%	24
2025 Q3	$1.86M	Sell	261,208 -12,978	-5%	-$85.7K	0.04%	24
2025 Q2	$1.81M	Hold	274,186	–	–	0.04%	24
2025 Q1	$1.46M	Buy	+274,186	New	+$1.38M	0.03%	25
2018 Q2	–	Sell	-244,699	Closed	-$1.85M	–	22
2018 Q1	$1.85M	Sell	244,699 -41,230	-14%	-$309K	0.69%	20
2017 Q4	$1.8M	Buy	+285,929	New	+$1.83M	0.75%	20

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

GuardCap Asset Management's ITUB Position: Q2 2026 in Review

GuardCap Asset Management sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 67,718 shares — an estimated $567K sold.

GuardCap Asset Management first reported a position in ITUB in Q4 2017 and held it in 7 quarters. The position peaked at $1.86M in Q3 2025. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

GuardCap Asset Management reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
GuardCap Asset Management sold 67,718 Itaú Unibanco shares in Q2 2026, an estimated $567K.
GuardCap Asset Management first reported a position in Itaú Unibanco in Q4 2017 and held it in 7 quarters.
GuardCap Asset Management's Itaú Unibanco position peaked at $1.86M in Q3 2025.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

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