Liontrust Investment Partners
ITUB icon

Liontrust Investment Partners’s Itaú Unibanco ITUB Stock Holding History

Liontrust Investment Partners’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 		$1.59M Buy
195,000
+4,450
+2% +$36.9K 0.02% 151
2026
Q1 		$1.6M Hold
190,550
– – 0.03% 154
2025
Q4 		$1.36M Sell
190,550
-118,450
-38% -$843K 0.02% 170
2025
Q3 		$2.2M Hold
309,000
– – 0.03% 146
2025
Q2 		$2.04M Sell
309,000
-70,555
-19% -$430K 0.03% 155
2025
Q1 		$2.03M Hold
379,555
– – 0.03% 148
2024
Q4 		$1.66M Sell
379,555
-3,720
-1% -$19.1K 0.02% 153
2024
Q3 		$1.98M Hold
383,275
– – 0.03% 148
2024
Q2 		$1.98M Sell
383,275
-122,246
-24% -$669K 0.03% 148
2024
Q1 		$3.09M Sell
505,521
-45,320
-8% -$273K 0.04% 135
2023
Q4 		$3.38M Sell
550,841
-20,013
-4% -$106K 0.05% 130
2023
Q3 		$2.71M Sell
570,854
-152,955
-21% -$763K 0.04% 132
2023
Q2 		$3.77M Buy
723,809
+33,990
+5% +$161K 0.05% 152
2023
Q1 		$2.97M Sell
689,819
-26,852
-4% -$114K 0.04% 160
2022
Q4 		$2.98M Buy
716,671
+39,655
+6% +$180K 0.05% 120
2022
Q3 		$3.09M Sell
677,016
-39,655
-6% -$169K 0.05% 166
2022
Q2 		$2.71M Buy
716,671
+45,320
+7% +$201K 0.04% 184
2022
Q1 		$3.38M Buy
671,351
+284,496
+74% +$1.2M 0.04% 136
2021
Q4 		$1.28M Sell
386,855
-69,069
-15% -$249K 0.02% 186
2021
Q3 		$1.75M Buy
+455,924
New +$1.87M 0.02% 163
2020
Q4 		$1.08M Buy
+242,766
New +$908K 0.02% 168

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liontrust Investment Partners's ITUB Position: Q2 2026 in Review

Liontrust Investment Partners increased its Itaú Unibanco (ITUB) stake by 2.3% in Q2 2026, buying an estimated $36.9K and bringing the position to 195,000 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #151.

Liontrust Investment Partners first reported a position in ITUB in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.77M in Q2 2023. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Liontrust Investment Partners held 195,000 shares of Itaú Unibanco worth $1.59M as of Q2 2026.
  • Liontrust Investment Partners bought 4,450 Itaú Unibanco shares in Q2 2026, an estimated $36.9K.
  • Itaú Unibanco made up 0.02% of Liontrust Investment Partners's portfolio in Q2 2026, its #151 holding.
  • Liontrust Investment Partners first reported a position in Itaú Unibanco in Q4 2020 and has held it in 21 quarters since.
  • Liontrust Investment Partners's Itaú Unibanco position peaked at $3.77M in Q2 2023.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.