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Itau Unibanco Holding S.A.’s S&P Global SPGI Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.15M Sell
20,000
-17,500
-47% -$7.39M 0.15% 88
2026
Q1 		$16M Buy
37,500
+27,873
+290% +$12.9M 0.37% 48
2025
Q4 		$5.03M Buy
9,627
+327
+4% +$162K 0.12% 81
2025
Q3 		$4.53M Buy
9,300
+5,500
+145% +$2.95M 0.15% 71
2025
Q2 		$2M Buy
+3,800
New +$1.9M 0.08% 98
2025
Q1 		– Sell
-5,711
Closed -$2.84M – 451
2024
Q4 		$2.84M Buy
+5,711
New +$2.9M 0.09% 84
2024
Q3 		– Sell
-15,000
Closed -$6.69M – 419
2024
Q2 		$6.69M Buy
+15,000
New +$6.44M 0.27% 45
2024
Q1 		– Sell
-7,310
Closed -$3.23M – 328
2023
Q4 		$3.23M Buy
7,310
+6,494
+796% +$2.56M 0.11% 77
2023
Q3 		$298K Sell
816
-6,053
-88% -$2.38M 0.01% 138
2023
Q2 		$2.75M Sell
6,869
-6,920
-50% -$2.53M 0.13% 82
2023
Q1 		$4.75M Buy
13,789
+12,848
+1,365% +$4.52M 0.24% 65
2022
Q4 		$320K Sell
941
-21,232
-96% -$7M 0.01% 175
2022
Q3 		$6.77M Buy
22,173
+13,876
+167% +$4.96M 0.27% 64
2022
Q2 		$2.8M Sell
8,297
-1,591
-16% -$567K 0.1% 101
2022
Q1 		$4.06M Buy
9,888
+9,668
+4,395% +$3.94M 0.11% 81
2021
Q4 		$104K Buy
+220
New +$101K ﹤0.01% 219
2021
Q2 		– Sell
-7,560
Closed -$2.67M – 382
2021
Q1 		$2.67M Buy
+7,560
New +$2.52M 0.2% 66
2020
Q2 		– Sell
-238
Closed -$58K – 401
2020
Q1 		$58K Buy
238
+37
+18% +$10.1K ﹤0.01% 219
2019
Q4 		$55K Buy
+201
New +$52.2K ﹤0.01% 666

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Itau Unibanco Holding S.A.'s SPGI Position: Q2 2026 in Review

Itau Unibanco Holding S.A. reduced its S&P Global (SPGI) stake by 47% in Q2 2026, selling an estimated $7.39M and leaving 20,000 shares worth $8.15M. The position accounts for 0.15% of the portfolio, ranked #88.

Itau Unibanco Holding S.A. first reported a position in SPGI in Q4 2019 and has held it in 19 quarters since. The position peaked at $16M in Q1 2026. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Itau Unibanco Holding S.A. held 20,000 shares of S&P Global worth $8.15M as of Q2 2026.
  • Itau Unibanco Holding S.A. sold 17,500 S&P Global shares in Q2 2026, an estimated $7.39M.
  • S&P Global made up 0.15% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #88 holding.
  • Itau Unibanco Holding S.A. first reported a position in S&P Global in Q4 2019 and has held it in 19 quarters since.
  • Itau Unibanco Holding S.A.'s S&P Global position peaked at $16M in Q1 2026.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.