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Itau Unibanco Holding S.A.’s XP XP Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3M Buy
+1,123,028
New +$20M 0.35% 60
2025
Q3 		– Sell
-76,293
Closed -$1.54M – 451
2025
Q2 		$1.54M Buy
+76,293
New +$1.32M 0.06% 112
2025
Q1 		– Sell
-389,892
Closed -$11.6M – 467
2024
Q4 		$11.6M Sell
389,892
-193,779
-33% -$3.05M 0.36% 46
2024
Q3 		$10.5M Buy
+583,671
New +$10.6M 0.34% 49
2024
Q2 		– Sell
-1,148,700
Closed -$28.4M – 375
2024
Q1 		$28.4M Buy
1,148,700
+697,114
+154% +$17.5M 1.21% 23
2023
Q4 		$11.8M Sell
451,586
-58,439
-11% -$1.33M 0.39% 40
2023
Q3 		$11.8M Buy
510,025
+132,531
+35% +$3.32M 0.52% 37
2023
Q2 		$8.86M Buy
+377,494
New +$6.41M 0.41% 46
2022
Q2 		– Sell
-1,498,875
Closed -$44.9M – 631
2022
Q1 		$44.9M Buy
1,498,875
+389,756
+35% +$12.2M 1.25% 17
2021
Q4 		$31.5M Buy
1,109,119
+1,031,704
+1,333% +$33.6M 0.95% 22
2021
Q3 		$3.11M Sell
77,415
-664,342
-90% -$29.7M 0.17% 79
2021
Q2 		$32.3M Buy
+741,757
New +$30.7M 1.59% 8
2020
Q4 		– Sell
-706,204
Closed -$29.6M – 197
2020
Q3 		$29.6M Buy
706,204
+103,972
+17% +$4.75M 1.52% 12
2020
Q2 		$25.3M Buy
+602,232
New +$18.5M 1.4% 15
2020
Q1 		– Sell
-100,000
Closed -$3.85M – 907
2019
Q4 		$3.85M Buy
+100,000
New +$3.75M 0.2% 48

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Itau Unibanco Holding S.A. opened a new position in XP (XP) in Q2 2026: 1,123,028 shares worth $18.3M. The stake represents 0.35% of the portfolio and ranks #60 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in XP as recently as Q2 2025.

Itau Unibanco Holding S.A. first reported a position in XP in Q4 2019 and has held it in 15 quarters since. The position peaked at $44.9M in Q1 2022. 321 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Itau Unibanco Holding S.A. held 1,123,028 shares of XP worth $18.3M as of Q2 2026.
  • XP was a new Itau Unibanco Holding S.A. position in Q2 2026.
  • XP made up 0.35% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #60 holding.
  • Itau Unibanco Holding S.A. first reported a position in XP in Q4 2019 and has held it in 15 quarters since.
  • Itau Unibanco Holding S.A.'s XP position peaked at $44.9M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held XP as of Q2 2026.

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