Pathstone Holdings
ITUB icon

Pathstone Holdings’s Itaú Unibanco ITUB Stock Holding History

Pathstone Holdings’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 		$1.5M Buy
178,585
+18,238
+11% +$153K 0.01% 1192
2025
Q4 		$1.15M Buy
160,347
+7,374
+5% +$52.5K ﹤0.01% 1330
2025
Q3 		$1.09M Sell
152,973
-1,340
-0.9% -$8.85K ﹤0.01% 1368
2025
Q2 		$1.02M Sell
154,313
-2,785
-2% -$17K ﹤0.01% 1378
2025
Q1 		$839K Sell
157,098
-3,139
-2% -$15.8K ﹤0.01% 1473
2024
Q4 		$708K Sell
160,237
-2,975
-2% -$15.3K ﹤0.01% 1556
2024
Q3 		$961K Sell
163,212
-1,449
-0.9% -$8.16K ﹤0.01% 1388
2024
Q2 		$852K Sell
164,661
-12,152
-7% -$66.5K ﹤0.01% 1412
2024
Q1 		$1.08M Sell
176,813
-11,372
-6% -$68.4K 0.01% 1234
2023
Q4 		$1.16M Buy
+188,185
New +$998K 0.01% 996

Other funds holding ITUB

Capital Research Global Investors
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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