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 Q2	$14.7K	Hold	1,801	–	–	﹤0.01%	781
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 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

Key Financial Inc's ITUB Position: Q2 2026 in Review

Key Financial Inc held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 1,801 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Key Financial Inc first reported a position in ITUB in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.1K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Key Financial Inc held 1,801 shares of Itaú Unibanco worth $14.7K as of Q2 2026.
Key Financial Inc left its Itaú Unibanco share count unchanged in Q2 2026.
Itaú Unibanco made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #781 holding.
Key Financial Inc first reported a position in Itaú Unibanco in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Itaú Unibanco position peaked at $15.1K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.