Jump Financial’s Itaú Unibanco ITUB Stock Holding History

Jump Financial’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	–	Sell	-152,195	Closed	-$1.09M	–	2138
2025 Q4	$1.09M	Buy	+152,195	New	+$1.08M	0.01%	941
2025 Q3	–	Sell	-674,883	Closed	-$4.45M	–	1992
2025 Q2	$4.45M	Buy	674,883 +269,681	+67%	+$1.64M	0.05%	447
2025 Q1	$2.16M	Buy	405,202 +304,592	+303%	+$1.53M	0.03%	554
2024 Q4	$440K	Sell	100,610 -553,031	-85%	-$2.85M	0.01%	1140
2024 Q3	$3.84M	Buy	653,641 +245,167	+60%	+$1.38M	0.08%	298
2024 Q2	$2.11M	Buy	408,474 +312,501	+326%	+$1.71M	0.04%	530
2024 Q1	$587K	Buy	95,973 +82,088	+591%	+$494K	0.02%	1086
2023 Q4	$85.2K	Buy	+13,885	New	+$73.6K	﹤0.01%	1676
2023 Q3	–	Sell	-22,445	Closed	-$117K	–	2042
2023 Q2	$117K	Buy	+22,445	New	+$106K	﹤0.01%	1633
2023 Q1	–	Sell	-964,700	Closed	-$4.01M	–	1805
2022 Q4	$4.01M	Buy	964,700 +854,919	+779%	+$3.88M	0.21%	132
2022 Q3	$501K	Sell	109,781 -612,374	-85%	-$2.61M	0.02%	903
2022 Q2	$2.73M	Buy	722,155 +698,176	+2,912%	+$3.1M	0.12%	235
2022 Q1	$121K	Buy	23,979 +8,830	+58%	+$37.2K	0.01%	1390
2021 Q4	$50K	Buy	+15,149	New	+$54.6K	﹤0.01%	1307
2021 Q3	–	Sell	-22,425	Closed	-$98K	–	1287
2021 Q2	$98K	Buy	+22,425	New	+$90.4K	0.01%	981
2021 Q1	–	Sell	-15,691	Closed	-$70K	–	1101
2020 Q4	$70K	Buy	+15,691	New	+$58.7K	0.01%	889

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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 $1.47T AUM 27.86% 1-Year Est. Return