MFG
ITUB icon

Merit Financial Group’s Itaú Unibanco ITUB Stock Holding History

Merit Financial 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
Q2 		$129K Buy
15,779
+1,603
+11% +$13.3K ﹤0.01% 2196
2026
Q1 		$119K Buy
14,176
+1,617
+13% +$13.5K ﹤0.01% 1991
2025
Q4 		$89.9K Sell
12,559
-156
-1% -$1.11K ﹤0.01% 1899
2025
Q3 		$90.6K Sell
12,715
-89
-0.7% -$588 ﹤0.01% 1741
2025
Q2 		$84.4K Buy
+12,804
New +$78.1K ﹤0.01% 1645

Other funds holding ITUB

Capital Research Global Investors
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
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

Merit Financial Group's ITUB Position: Q2 2026 in Review

Merit Financial Group increased its Itaú Unibanco (ITUB) stake by 11% in Q2 2026, buying an estimated $13.3K and bringing the position to 15,779 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Merit Financial Group first reported a position in ITUB in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Merit Financial Group held 15,779 shares of Itaú Unibanco worth $129K as of Q2 2026.
  • Merit Financial Group bought 1,603 Itaú Unibanco shares in Q2 2026, an estimated $13.3K.
  • Itaú Unibanco made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2196 holding.
  • Merit Financial Group first reported a position in Itaú Unibanco in Q2 2025 and has held it in 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.