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PDS Planning’s Itaú Unibanco ITUB Stock Holding History

PDS Planning’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 		$207K Buy
25,356
+57
+0.2% +$472 0.01% 566
2026
Q1 		$212K Sell
25,299
-123
-0.5% -$1.03K 0.01% 505
2025
Q4 		$182K Buy
25,422
+87
+0.3% +$619 0.01% 525
2025
Q3 		$181K Sell
25,335
-1,933
-7% -$12.8K 0.01% 512
2025
Q2 		$180K Buy
27,268
+5,741
+27% +$35K 0.01% 490
2025
Q1 		$115K Buy
21,527
+6,033
+39% +$30.4K 0.01% 455
2024
Q4 		$67.8K Sell
15,494
-3,249
-17% -$16.7K 0.01% 430
2024
Q3 		$110K Buy
18,743
+1,598
+9% +$9K 0.01% 421
2024
Q2 		$88.4K Buy
17,145
+3,246
+23% +$17.8K 0.01% 377
2024
Q1 		$85K Buy
13,899
+22
+0.2% +$132 0.01% 380
2023
Q4 		$85.1K Sell
13,877
-458
-3% -$2.43K 0.01% 353
2023
Q3 		$67.9K Buy
14,335
+2,248
+19% +$11.2K 0.01% 328
2023
Q2 		$62.9K Sell
12,087
-190
-2% -$898 0.01% 331
2023
Q1 		$52.8K Buy
+12,277
New +$52K 0.01% 296

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

PDS Planning's ITUB Position: Q2 2026 in Review

PDS Planning increased its Itaú Unibanco (ITUB) stake by 0.23% in Q2 2026, buying an estimated $472 and bringing the position to 25,356 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #566.

PDS Planning first reported a position in ITUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $212K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • PDS Planning held 25,356 shares of Itaú Unibanco worth $207K as of Q2 2026.
  • PDS Planning bought 57 Itaú Unibanco shares in Q2 2026, an estimated $472.
  • Itaú Unibanco made up 0.01% of PDS Planning's portfolio in Q2 2026, its #566 holding.
  • PDS Planning first reported a position in Itaú Unibanco in Q1 2023 and has held it in 14 quarters since.
  • PDS Planning's Itaú Unibanco position peaked at $212K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.