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 Q2	$251K	Sell	30,560 -275	-0.9%	-$2.28K	﹤0.01%	554
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 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

HBK Sorce Advisory's ITUB Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Itaú Unibanco (ITUB) stake by 0.89% in Q2 2026, selling an estimated $2.28K and leaving 30,560 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

HBK Sorce Advisory first reported a position in ITUB in Q1 2021 and has held it in 21 quarters since. The position peaked at $378K in Q4 2022. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

HBK Sorce Advisory held 30,560 shares of Itaú Unibanco worth $251K as of Q2 2026.
HBK Sorce Advisory sold 275 Itaú Unibanco shares in Q2 2026, an estimated $2.28K.
Itaú Unibanco made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #554 holding.
HBK Sorce Advisory first reported a position in Itaú Unibanco in Q1 2021 and has held it in 21 quarters since.
HBK Sorce Advisory's Itaú Unibanco position peaked at $378K in Q4 2022.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.