HSA
ITUB icon

HBK Sorce Advisory’s Itaú Unibanco ITUB Stock Holding History

HBK Sorce Advisory’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
Q1 		$258K Sell
30,835
-1,220
-4% -$10.2K 0.01% 528
2025
Q4 		$288K Sell
32,055
-21
-0.1% -$149 0.01% 489
2025
Q3 		$214K Sell
32,076
-521
-2% -$3.44K 0.01% 560
2025
Q2 		$215K Sell
32,597
-2,506
-7% -$15.3K 0.01% 532
2025
Q1 		$187K Buy
35,103
+1,599
+5% +$8.05K 0.01% 549
2024
Q4 		$147K Sell
33,504
-8,746
-21% -$45K ﹤0.01% 552
2024
Q3 		$248K Sell
42,250
-5,948
-12% -$33.5K 0.01% 492
2024
Q2 		$248K Sell
48,198
-4,314
-8% -$23.6K 0.01% 486
2024
Q1 		$321K Sell
52,512
-417
-0.8% -$2.51K 0.01% 431
2023
Q4 		$325K Buy
52,929
+8,858
+20% +$47K 0.01% 407
2023
Q3 		$209K Buy
44,071
+467
+1% +$2.33K 0.01% 505
2023
Q2 		$227K Sell
43,604
-1,565
-3% -$7.4K 0.01% 512
2023
Q1 		$194K Sell
45,169
-45,813
-50% -$194K 0.01% 547
2022
Q4 		$378K Buy
90,982
+17,166
+23% +$78K 0.01% 485
2022
Q3 		$337K Buy
73,816
+45,997
+165% +$196K 0.02% 338
2022
Q2 		$105K Sell
27,819
-25,175
-48% -$112K 0.01% 443
2022
Q1 		$267K Buy
+52,994
New +$223K 0.01% 427
2021
Q4 		– Sell
-56,302
Closed -$216K – 613
2021
Q3 		$216K Buy
56,302
+1,220
+2% +$5K 0.01% 537
2021
Q2 		$241K Buy
55,082
+2,444
+5% +$9.85K 0.01% 500
2021
Q1 		$190K Buy
+52,638
New +$199K 0.01% 518

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return