Mather Group’s Itaú Unibanco ITUB Stock Holding History

Mather Group’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	$28.1K	Buy	+3,358	New	+$28.1K	﹤0.01%	1204
2025 Q4	–	Sell	-3,361	Closed	-$23.9K	–	1144
2025 Q3	$23.9K	Buy	+3,361	New	+$22.2K	﹤0.01%	1075
2025 Q2	–	Sell	-3,361	Closed	-$17.9K	–	1165
2025 Q1	$17.9K	Sell	3,361 -2	-0.1%	-$10	﹤0.01%	1117
2024 Q4	$14.7K	Hold	3,363	–	–	﹤0.01%	1150
2024 Q3	$19.7K	Hold	3,363	–	–	﹤0.01%	1066
2024 Q2	$20.6K	Sell	3,363 -187	-5%	-$1.02K	﹤0.01%	1253
2024 Q1	$21.8K	Buy	+3,550	New	+$21.4K	﹤0.01%	1044
2021 Q4	–	Sell	-18,261	Closed	-$70K	–	394
2021 Q3	$70K	Sell	18,261 -559	-3%	-$2.29K	﹤0.01%	282
2021 Q2	$82K	Sell	18,820 -459	-2%	-$1.85K	﹤0.01%	282
2021 Q1	$70K	Sell	19,279 -514	-3%	-$1.94K	﹤0.01%	266
2020 Q4	$88K	Buy	19,793 +3,219	+19%	+$12K	﹤0.01%	246
2020 Q3	$48K	Buy	16,574 +716	+5%	+$2.43K	﹤0.01%	242
2020 Q2	$54K	Buy	+15,858	New	+$51.4K	﹤0.01%	210

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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 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