Jones Financial Companies
ITUB icon

Jones Financial Companies’s Itaú Unibanco ITUB Stock Holding History

Jones Financial Companies’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 		$20.1M Buy
2,446,994
+8,089
+0.3% +$67K 0.01% 662
2026
Q1 		$19.2M Buy
2,438,905
+2,292,269
+1,563% +$19.2M 0.01% 605
2025
Q4 		$1.05M Buy
146,636
+7,217
+5% +$51.3K ﹤0.01% 1208
2025
Q3 		$980K Buy
139,419
+4,072
+3% +$26.9K ﹤0.01% 1141
2025
Q2 		$870K Buy
135,347
+11,786
+10% +$71.8K ﹤0.01% 1059
2025
Q1 		$662K Buy
123,561
+122,031
+7,976% +$614K ﹤0.01% 1020
2024
Q4 		$6.7K Sell
1,530
-654
-30% -$3.36K ﹤0.01% 2669
2024
Q3 		$12.9K Buy
2,184
+1,858
+570% +$10.5K ﹤0.01% 2124
2024
Q2 		$1.68K Sell
326
-700
-68% -$3.83K ﹤0.01% 2198
2024
Q1 		$6.28K Buy
1,026
+181
+21% +$1.09K ﹤0.01% 1140
2023
Q4 		$5.18K Buy
845
+659
+354% +$3.49K ﹤0.01% 758
2023
Q3 		$881 Buy
+186
New +$928 ﹤0.01% 644
2013
Q3 		– Sell
-18,644
Closed -$88K – 782
2013
Q2 		$88K Buy
+18,644
New +$102K ﹤0.01% 268

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies's ITUB Position: Q2 2026 in Review

Jones Financial Companies increased its Itaú Unibanco (ITUB) stake by 0.33% in Q2 2026, buying an estimated $67K and bringing the position to 2,446,994 shares worth $20.1M. The position accounts for 0.01% of the portfolio, ranked #662.

Jones Financial Companies first reported a position in ITUB in Q2 2013 and has held it in 13 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Jones Financial Companies held 2,446,994 shares of Itaú Unibanco worth $20.1M as of Q2 2026.
  • Jones Financial Companies bought 8,089 Itaú Unibanco shares in Q2 2026, an estimated $67K.
  • Itaú Unibanco made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #662 holding.
  • Jones Financial Companies first reported a position in Itaú Unibanco in Q2 2013 and has held it in 13 quarters since.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.