Kathmere Capital Management’s Itaú Unibanco ITUB Stock Holding History

Kathmere Capital Management’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	$278K	Sell	33,975 -260	-0.8%	-$2.15K	0.01%	542
2026 Q1	$287K	Buy	34,235 +7,459	+28%	+$62.4K	0.02%	481
2025 Q4	$192K	Sell	26,776 -110	-0.4%	-$782	0.01%	532
2025 Q3	$192K	Buy	26,886 +322	+1%	+$2.13K	0.01%	501
2025 Q2	$175K	Buy	26,564 +10,943	+70%	+$66.7K	0.01%	465
2025 Q1	$83.4K	Buy	+15,621	New	+$78.6K	0.01%	428
2024 Q4	–	Sell	-19,522	Closed	-$115K	–	424
2024 Q3	$115K	Buy	+19,522	New	+$110K	0.01%	373

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kathmere Capital Management's ITUB Position: Q2 2026 in Review

Kathmere Capital Management reduced its Itaú Unibanco (ITUB) stake by 0.76% in Q2 2026, selling an estimated $2.15K and leaving 33,975 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #542.

Kathmere Capital Management first reported a position in ITUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $287K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Kathmere Capital Management held 33,975 shares of Itaú Unibanco worth $278K as of Q2 2026.
Kathmere Capital Management sold 260 Itaú Unibanco shares in Q2 2026, an estimated $2.15K.
Itaú Unibanco made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #542 holding.
Kathmere Capital Management first reported a position in Itaú Unibanco in Q3 2024 and has held it in 7 quarters since.
Kathmere Capital Management's Itaú Unibanco position peaked at $287K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.