KFI
ITUB icon

Key Financial Inc’s Itaú Unibanco ITUB Stock Holding History

Key Financial Inc’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 		$15.1K Hold
1,801
– – ﹤0.01% 785
2025
Q4 		$12.9K Hold
1,801
– – ﹤0.01% 815
2025
Q3 		$12.6K Hold
1,801
– – ﹤0.01% 823
2025
Q2 		$11.9K Hold
1,801
– – ﹤0.01% 810
2025
Q1 		$9.62K Hold
1,801
– – ﹤0.01% 828
2024
Q4 		$7.89K Hold
1,801
– – ﹤0.01% 873
2024
Q3 		$10.6K Hold
1,801
– – ﹤0.01% 779
2024
Q2 		$9.29K Hold
1,801
– – ﹤0.01% 799
2024
Q1 		$11K Hold
1,801
– – ﹤0.01% 731
2023
Q4 		$11K Hold
1,801
– – ﹤0.01% 714
2023
Q3 		$8.55K Hold
1,801
– – ﹤0.01% 757
2023
Q2 		$9.4K Buy
+1,801
New +$8.51K ﹤0.01% 745

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 $5.7T 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