PCM
ITUB icon

Prelude Capital Management’s Itaú Unibanco ITUB Stock Holding History

Prelude Capital Management’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 		$96.4K Buy
+11,500
New +$96.2K 0.01% 1060
2025
Q3 		– Sell
-39,140
Closed -$258K – 1268
2025
Q2 		$258K Hold
39,140
– – 0.03% 683
2025
Q1 		$209K Buy
+39,140
New +$197K 0.02% 920
2024
Q4 		– Sell
-95,172
Closed -$559K – 1371
2024
Q3 		$559K Buy
95,172
+2,832
+3% +$15.9K 0.03% 581
2024
Q2 		$476K Buy
92,340
+11,897
+15% +$65.1K 0.03% 565
2024
Q1 		$492K Buy
80,443
+26,400
+49% +$159K 0.03% 638
2023
Q4 		$332K Buy
54,043
+12,327
+30% +$65.3K 0.02% 695
2023
Q3 		$198K Sell
41,716
-46,371
-53% -$231K 0.01% 904
2023
Q2 		$459K Buy
+88,087
New +$416K 0.03% 501
2022
Q1 		– Sell
-69,566
Closed -$230K – 2020
2021
Q4 		$230K Sell
69,566
-30,485
-30% -$110K 0.01% 1487
2021
Q3 		$384K Buy
+100,051
New +$410K 0.01% 1023
2020
Q4 		– Sell
-20,615
Closed -$60K – 1626
2020
Q3 		$60K Buy
+20,615
New +$70K ﹤0.01% 1070
2020
Q2 		– Sell
-9,418
Closed -$31K – 2101
2020
Q1 		$31K Buy
9,418
+1,348
+17% +$6.91K ﹤0.01% 874
2019
Q4 		$54K Buy
+8,070
New +$50.6K ﹤0.01% 1309

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 $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $1.56T AUM 27.86% 1-Year Est. Return

Prelude Capital Management's ITUB Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Itaú Unibanco (ITUB) in Q1 2026: 11,500 shares worth $96.4K. The stake represents 0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in ITUB as recently as Q2 2025.

Prelude Capital Management first reported a position in ITUB in Q4 2019 and has held it in 14 quarters since. The position peaked at $559K in Q3 2024. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Prelude Capital Management held 11,500 shares of Itaú Unibanco worth $96.4K as of Q1 2026.
  • Itaú Unibanco was a new Prelude Capital Management position in Q1 2026.
  • Itaú Unibanco made up 0.01% of Prelude Capital Management's portfolio in Q1 2026, its #1060 holding.
  • Prelude Capital Management first reported a position in Itaú Unibanco in Q4 2019 and has held it in 14 quarters since.
  • Prelude Capital Management's Itaú Unibanco position peaked at $559K in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.