Perpetual Ltd
ITUB icon

Perpetual Ltd’s Itaú Unibanco ITUB Stock Holding History

Perpetual Ltd’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
Q3 		$1.01M Sell
117,913
-6,271,028
-98% -$50.6M 0.02% 220
2026
Q2 		$52.2M Sell
6,388,941
-6,884,154
-52% -$57.1M 0.75% 42
2026
Q1 		$111M Sell
13,273,095
-204,300
-2% -$1.71M 1.71% 17
2025
Q4 		$96.5M Buy
13,477,395
+122,092
+0.9% +$868K 1.4% 25
2025
Q3 		$95.2M Sell
13,355,303
-1,051,474
-7% -$6.95M 1.18% 25
2025
Q2 		$95M Sell
14,406,777
-1,075,191
-7% -$6.55M 1.11% 23
2025
Q1 		$82.7M Sell
15,481,968
-19,165
-0.1% -$96.4K 1% 30
2024
Q4 		$67.9M Buy
15,501,133
+58,563
+0.4% +$301K 0.8% 47
2024
Q3 		$90.6M Buy
15,442,570
+1,276,545
+9% +$7.19M 0.98% 29
2024
Q2 		$73M Sell
14,166,025
-31,383,650
-69% -$172M 0.79% 43
2024
Q1 		$279M Sell
45,549,675
-2,674,550
-6% -$16.1M 2.72% 4
2023
Q4 		$296M Sell
48,224,225
-61,582
-0.1% -$326K 3.05% 4
2023
Q3 		$229M Sell
48,285,807
-4,741,455
-9% -$23.6M 2.36% 9
2023
Q2 		$276M Sell
53,027,262
-1,469,807
-3% -$6.95M 2.37% 6
2023
Q1 		$234M Buy
+54,497,069
New +$231M 2.03% 10
2020
Q3 		$24K Buy
+8,328
New +$28.3K ﹤0.01% 330

Other funds holding ITUB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Perpetual Ltd's ITUB Position: Q3 2026 in Review

Perpetual Ltd reduced its Itaú Unibanco (ITUB) stake by 98% in Q3 2026, selling an estimated $50.6M and leaving 117,913 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #220.

Perpetual Ltd first reported a position in ITUB in Q3 2020 and has held it in 16 quarters since. The position peaked at $296M in Q4 2023. 48 funds tracked by Wall St. Rank hold ITUB as of Q3 2026.

  • Perpetual Ltd held 117,913 shares of Itaú Unibanco worth $1.01M as of Q3 2026.
  • Perpetual Ltd sold 6,271,028 Itaú Unibanco shares in Q3 2026, an estimated $50.6M.
  • Itaú Unibanco made up 0.02% of Perpetual Ltd's portfolio in Q3 2026, its #220 holding.
  • Perpetual Ltd first reported a position in Itaú Unibanco in Q3 2020 and has held it in 16 quarters since.
  • Perpetual Ltd's Itaú Unibanco position peaked at $296M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Itaú Unibanco as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.