PAS
ITUB icon

Park Avenue Securities’s Itaú Unibanco ITUB Stock Holding History

Park Avenue Securities’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 		$234K Buy
27,955
+4,567
+20% +$38.2K ﹤0.01% 1404
2025
Q4 		$167K Buy
23,388
+11,005
+89% +$78.3K ﹤0.01% 1466
2025
Q3 		$88K Buy
12,383
+1,844
+17% +$12.2K ﹤0.01% 1618
2025
Q2 		$69K Buy
+10,539
New +$64.2K ﹤0.01% 1456
2022
Q1 		– Sell
-26,433
Closed -$87K – 1151
2021
Q4 		$87K Sell
26,433
-93,712
-78% -$337K ﹤0.01% 1093
2021
Q3 		$461K Buy
120,145
+9,178
+8% +$37.6K 0.01% 670
2021
Q2 		$485K Sell
110,967
-28,155
-20% -$113K 0.01% 644
2021
Q1 		$502K Buy
139,122
+44,667
+47% +$169K 0.01% 582
2020
Q4 		$419K Buy
94,455
+17,740
+23% +$66.4K 0.01% 550
2020
Q3 		$222K Buy
76,715
+63
+0.1% +$214 0.01% 679
2020
Q2 		$262K Buy
+76,652
New +$249K 0.01% 548
2020
Q1 		– Sell
-20,527
Closed -$137K – 441
2019
Q4 		$137K Sell
20,527
-643
-3% -$4.03K 0.01% 597
2019
Q3 		$130K Buy
+21,170
New +$137K 0.01% 517
2019
Q2 		– Sell
-21,888
Closed -$140K – 355
2019
Q1 		$140K Buy
+21,888
New +$155K 0.01% 460
2017
Q3 		– Sell
-24,606
Closed -$137K – 172
2017
Q2 		$137K Buy
+24,606
New +$138K 0.02% 205

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