IAS
ITUB icon

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
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

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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