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Itau Unibanco Holding S.A.’s IES Holdings IESC Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,400
Closed -$473K – 397
2025
Q4 		$473K Buy
+2,400
New +$482K 0.01% 172
2025
Q2 		– Sell
-5,998
Closed -$495K – 403
2025
Q1 		$495K Buy
5,998
+1,798
+43% +$188K 0.02% 159
2024
Q4 		$427K Buy
+4,200
New +$505K 0.01% 151

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Itau Unibanco Holding S.A. sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 2,400 shares — an estimated $473K sold.

Itau Unibanco Holding S.A. first reported a position in IESC in Q4 2024 and held it in 3 quarters. The position peaked at $495K in Q1 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Itau Unibanco Holding S.A. reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 2,400 IES Holdings shares in Q1 2026, an estimated $473K.
  • Itau Unibanco Holding S.A. first reported a position in IES Holdings in Q4 2024 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s IES Holdings position peaked at $495K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

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