PHS
ITUB icon

Pekin Hardy Strauss’s Itaú Unibanco ITUB Stock Holding History

Pekin Hardy Strauss’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 		$430K Sell
51,298
-28
-0.1% -$234 0.04% 318
2025
Q4 		$367K Buy
51,326
+27
+0.1% +$192 0.03% 323
2025
Q3 		$366K Buy
51,299
+3,790
+8% +$25K 0.04% 301
2025
Q2 		$313K Buy
47,509
+10,300
+28% +$62.8K 0.04% 296
2025
Q1 		$199K Buy
37,209
+3,502
+10% +$17.6K 0.02% 332
2024
Q4 		$148K Hold
33,707
– – 0.02% 344
2024
Q3 		$198K Sell
33,707
-12,180
-27% -$68.6K 0.03% 321
2024
Q2 		$237K Sell
45,887
-79,310
-63% -$434K 0.03% 287
2024
Q1 		$765K Hold
125,197
– – 0.1% 169
2023
Q4 		$767K Sell
125,197
-6,225
-5% -$33K 0.11% 160
2023
Q3 		$623K Buy
131,422
+6,225
+5% +$31K 0.1% 173
2023
Q2 		$653K Buy
125,197
+567
+0.5% +$2.68K 0.1% 171
2023
Q1 		$536K Buy
+124,630
New +$528K 0.08% 193

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