Itau Unibanco Holding S.A.’s Interactive Brokers IBKR Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,500	Closed	-$162K	–	395
2025 Q4	$162K	Buy	+2,500	New	+$167K	﹤0.01%	190
2025 Q2	–	Sell	-40,492	Closed	-$1.68M	–	402
2025 Q1	$1.68M	Buy	40,492 +6,640	+20%	+$329K	0.06%	117
2024 Q4	$1.51M	Sell	33,852 -14,072	-29%	-$592K	0.05%	104
2024 Q3	$1.67M	Sell	47,924 -4,772	-9%	-$148K	0.06%	99
2024 Q2	$1.62M	Buy	+52,696	New	+$1.57M	0.07%	94

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Itau Unibanco Holding S.A.'s IBKR Position: Q1 2026 in Review

Itau Unibanco Holding S.A. sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 2,500 shares — an estimated $162K sold.

Itau Unibanco Holding S.A. first reported a position in IBKR in Q2 2024 and held it in 5 quarters. The position peaked at $1.68M in Q1 2025. 999 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Itau Unibanco Holding S.A. reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 2,500 Interactive Brokers shares in Q1 2026, an estimated $162K.
Itau Unibanco Holding S.A. first reported a position in Interactive Brokers in Q2 2024 and held it in 5 quarters.
Itau Unibanco Holding S.A.'s Interactive Brokers position peaked at $1.68M in Q1 2025.
999 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.