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
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% -$3.37K ﹤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 $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies's ITUB Position: Q1 2026 in Review

Jones Financial Companies increased its Itaú Unibanco (ITUB) stake by 1,563% in Q1 2026, buying an estimated $19.2M and bringing the position to 2,438,905 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #605.

Jones Financial Companies first reported a position in ITUB in Q2 2013 and has held it in 12 quarters since. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Jones Financial Companies held 2,438,905 shares of Itaú Unibanco worth $19.2M as of Q1 2026.
  • Jones Financial Companies bought 2,292,269 Itaú Unibanco shares in Q1 2026, an estimated $19.2M.
  • Itaú Unibanco made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #605 holding.
  • Jones Financial Companies first reported a position in Itaú Unibanco in Q2 2013 and has held it in 12 quarters since.
  • 388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.