KAS
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Kestra Advisory Services’s Itaú Unibanco ITUB Stock Holding History

Kestra Advisory Services’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
-4,299
Closed -$30.8K – 3760
2025
Q4 		$30.8K Buy
+4,299
New +$30.6K ﹤0.01% 4274
2022
Q1 		– Sell
-13,612
Closed -$45K – 2072
2021
Q4 		$45K Sell
13,612
-10,568
-44% -$38.1K ﹤0.01% 1978
2021
Q3 		$93K Buy
24,180
+640
+3% +$2.62K ﹤0.01% 2062
2021
Q2 		$103K Buy
23,540
+1,830
+8% +$7.38K ﹤0.01% 1951
2021
Q1 		$78K Buy
+21,710
New +$82K ﹤0.01% 1812

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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
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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Advisory Services's ITUB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 4,299 shares — an estimated $30.8K sold.

Kestra Advisory Services first reported a position in ITUB in Q1 2021 and held it in 5 quarters. The position peaked at $103K in Q2 2021. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Kestra Advisory Services reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,299 Itaú Unibanco shares in Q1 2026, an estimated $30.8K.
  • Kestra Advisory Services first reported a position in Itaú Unibanco in Q1 2021 and held it in 5 quarters.
  • Kestra Advisory Services's Itaú Unibanco position peaked at $103K in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.