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
Q2 		$1.62M Buy
197,193
+18,608
+10% +$154K ﹤0.01% 1233
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
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

Pathstone Holdings's ITUB Position: Q2 2026 in Review

Pathstone Holdings increased its Itaú Unibanco (ITUB) stake by 10% in Q2 2026, buying an estimated $154K and bringing the position to 197,193 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Pathstone Holdings first reported a position in ITUB in Q4 2023 and has held it in 11 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Pathstone Holdings held 197,193 shares of Itaú Unibanco worth $1.62M as of Q2 2026.
  • Pathstone Holdings bought 18,608 Itaú Unibanco shares in Q2 2026, an estimated $154K.
  • Itaú Unibanco made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1233 holding.
  • Pathstone Holdings first reported a position in Itaú Unibanco in Q4 2023 and has held it in 11 quarters since.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.