Integrated Wealth Concepts’s Itaú Unibanco ITUB Stock Holding History

Integrated Wealth Concepts’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	$561K	Sell	68,631 -43,663	-39%	-$362K	﹤0.01%	1586
2026 Q1	$941K	Buy	112,294 +58,995	+111%	+$494K	0.01%	1152
2025 Q4	$382K	Buy	53,299 +5,258	+11%	+$37.4K	﹤0.01%	1218
2025 Q3	$342K	Buy	48,041 +2,194	+5%	+$14.5K	﹤0.01%	1563
2025 Q2	$302K	Buy	+45,847	New	+$279K	﹤0.01%	1542

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

Integrated Wealth Concepts's ITUB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Itaú Unibanco (ITUB) stake by 39% in Q2 2026, selling an estimated $362K and leaving 68,631 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Integrated Wealth Concepts first reported a position in ITUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $941K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Integrated Wealth Concepts held 68,631 shares of Itaú Unibanco worth $561K as of Q2 2026.
Integrated Wealth Concepts sold 43,663 Itaú Unibanco shares in Q2 2026, an estimated $362K.
Itaú Unibanco made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1586 holding.
Integrated Wealth Concepts first reported a position in Itaú Unibanco in Q2 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's Itaú Unibanco position peaked at $941K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.