Longfellow Investment Management’s Itaú Unibanco ITUB Stock Holding History

Longfellow Investment 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	$1.66M	Sell	203,311 -30,186	-13%	-$250K	0.34%	59
2026 Q1	$1.96M	Hold	233,497	–	–	0.41%	47
2025 Q4	$1.67M	Sell	233,497 -147,521	-39%	-$1.05M	0.38%	38
2025 Q3	$2.72M	Buy	381,018 +50,158	+15%	+$331K	0.64%	28
2025 Q2	$2.18M	Sell	330,860 -90,896	-22%	-$554K	0.54%	27
2025 Q1	$2.25M	Buy	421,756 +52,661	+14%	+$265K	0.55%	25
2024 Q4	$1.62M	Hold	369,095	–	–	0.42%	29
2024 Q3	$2.17M	Hold	369,095	–	–	0.54%	25
2024 Q2	$1.9M	Hold	369,095	–	–	0.48%	27
2024 Q1	$2.26M	Hold	369,095	–	–	0.51%	23
2023 Q4	$2.26M	Buy	369,095 +98,110	+36%	+$520K	0.56%	22
2023 Q3	$1.28M	Hold	270,985	–	–	0.34%	42
2023 Q2	$1.41M	Buy	270,985 +76,581	+39%	+$362K	0.32%	42
2023 Q1	$836K	Hold	194,404	–	–	0.19%	80
2022 Q4	$808K	Hold	194,404	–	–	0.18%	89
2022 Q3	$887K	Sell	194,404 -118,952	-38%	-$507K	0.18%	109
2022 Q2	$1.18M	Hold	313,356	–	–	0.26%	93
2022 Q1	$1.58M	Hold	313,356	–	–	0.26%	101
2021 Q4	$1.04M	Sell	313,356 -66,745	-18%	-$240K	0.17%	127
2021 Q3	$1.46M	Hold	380,101	–	–	0.24%	96
2021 Q2	$1.66M	Hold	380,101	–	–	0.24%	93
2021 Q1	$1.37M	Hold	380,101	–	–	0.16%	142
2020 Q4	$1.69M	Buy	+380,101	New	+$1.42M	0.2%	125

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

Longfellow Investment Management's ITUB Position: Q2 2026 in Review

Longfellow Investment Management reduced its Itaú Unibanco (ITUB) stake by 13% in Q2 2026, selling an estimated $250K and leaving 203,311 shares worth $1.66M. The position accounts for 0.34% of the portfolio, ranked #59.

Longfellow Investment Management first reported a position in ITUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.72M in Q3 2025. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Longfellow Investment Management held 203,311 shares of Itaú Unibanco worth $1.66M as of Q2 2026.
Longfellow Investment Management sold 30,186 Itaú Unibanco shares in Q2 2026, an estimated $250K.
Itaú Unibanco made up 0.34% of Longfellow Investment Management's portfolio in Q2 2026, its #59 holding.
Longfellow Investment Management first reported a position in Itaú Unibanco in Q4 2020 and has held it in 23 quarters since.
Longfellow Investment Management's Itaú Unibanco position peaked at $2.72M in Q3 2025.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.