PTC
ITUB icon

Private Trust Company’s Itaú Unibanco ITUB Stock Holding History

Private Trust Company’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 		$1.96K Buy
234
+6
+3% +$50 ﹤0.01% 2386
2025
Q4 		$1.63K Buy
+228
New +$1.62K ﹤0.01% 2377
2014
Q2 		– Sell
-445
Closed -$2K – 1979
2014
Q1 		$2K Buy
445
+278
+166% +$1.33K ﹤0.01% 1481
2013
Q4 		$1K Sell
167
-719
-81% -$3.74K ﹤0.01% 1644
2013
Q3 		$5K Sell
886
-159
-15% -$745 ﹤0.01% 1133
2013
Q2 		$5K Buy
+1,045
New +$5.69K ﹤0.01% 1069

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