Metis Global Partners’s Itaú Unibanco ITUB Stock Holding History

Metis Global 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 Q1	$170K	Sell	20,289 -12,485	-38%	-$104K	﹤0.01%	698
2025 Q4	$235K	Sell	32,774 -399	-1%	-$2.84K	0.01%	698
2025 Q3	$236K	Sell	33,173 -4,639	-12%	-$30.6K	0.01%	702
2025 Q2	$249K	Buy	37,812 +3,617	+11%	+$22K	0.01%	678
2025 Q1	$183K	Buy	34,195 +2,611	+8%	+$13.1K	0.01%	743
2024 Q4	$138K	Buy	31,584 +2,182	+7%	+$11.2K	﹤0.01%	761
2024 Q3	$173K	Hold	29,402	–	–	0.01%	748
2024 Q2	$152K	Buy	29,402 +816	+3%	+$4.46K	0.01%	735
2024 Q1	$175K	Sell	28,586 -1,403	-5%	-$8.45K	0.01%	733
2023 Q4	$184K	Hold	29,989	–	–	0.01%	713
2023 Q3	$142K	Sell	29,989 -209	-0.7%	-$1.04K	0.01%	711
2023 Q2	$157K	Buy	30,198 +841	+3%	+$3.98K	0.01%	699
2023 Q1	$126K	Sell	29,357 -596	-2%	-$2.53K	0.01%	655
2022 Q4	$125K	Buy	+29,953	New	+$136K	0.01%	614

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