Insigneo Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Insigneo Advisory Services’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	$543K	Buy	66,434 +37,895	+133%	+$314K	0.02%	469
2026 Q1	$239K	Sell	28,539 -6,597	-19%	-$55.2K	0.02%	582
2025 Q4	$252K	Sell	35,136 -8,736	-20%	-$62.1K	0.02%	573
2025 Q3	$313K	Buy	43,872 +13,814	+46%	+$91.3K	0.02%	500
2025 Q2	$198K	Buy	30,058 +5,702	+23%	+$34.8K	0.02%	573
2025 Q1	$130K	Buy	+24,356	New	+$123K	0.01%	546
2023 Q4	–	Sell	-73,907	Closed	-$351K	–	445
2023 Q3	$351K	Sell	73,907 -48	-0.1%	-$239	0.07%	254
2023 Q2	$404K	Buy	+73,955	New	+$350K	0.08%	234

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

Insigneo Advisory Services's ITUB Position: Q2 2026 in Review

Insigneo Advisory Services increased its Itaú Unibanco (ITUB) stake by 133% in Q2 2026, buying an estimated $314K and bringing the position to 66,434 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #469.

Insigneo Advisory Services first reported a position in ITUB in Q2 2023 and has held it in 8 quarters since. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Insigneo Advisory Services held 66,434 shares of Itaú Unibanco worth $543K as of Q2 2026.
Insigneo Advisory Services bought 37,895 Itaú Unibanco shares in Q2 2026, an estimated $314K.
Itaú Unibanco made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #469 holding.
Insigneo Advisory Services first reported a position in Itaú Unibanco in Q2 2023 and has held it in 8 quarters since.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.