Quattro Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

Quattro Financial Advisors’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	$2.85M	Buy	348,700 +8,800	+3%	+$72.9K	0.61%	37
2026 Q1	$2.85M	Hold	339,900	–	–	0.86%	35
2025 Q4	$2.43M	Hold	339,900	–	–	0.73%	39
2025 Q3	$2.42M	Hold	339,900	–	–	0.77%	34
2025 Q2	$2.24M	Hold	339,900	–	–	0.79%	35
2025 Q1	$1.81M	Hold	339,900	–	–	0.62%	43
2024 Q4	$1.65M	Hold	339,900	–	–	0.43%	43
2024 Q3	$1.87M	Hold	339,900	–	–	0.53%	37
2024 Q2	$1.75M	Hold	339,900	–	–	0.46%	41
2024 Q1	$2.08M	Buy	339,900 +339,892	+4,248,650%	+$2.05M	0.59%	35
2023 Q4	$1.74M	Sell	8 -283,242	-100%	-$1.5M	0.6%	35
2023 Q3	$1.34M	Buy	283,250 +56,650	+25%	+$283K	0.58%	41
2023 Q2	$1.18M	Hold	226,600	–	–	0.47%	41
2023 Q1	$974K	Hold	226,600	–	–	0.4%	44
2022 Q4	$942K	Hold	226,600	–	–	0.38%	43
2022 Q3	$1.03M	Hold	226,600	–	–	0.41%	37
2022 Q2	$856K	Sell	226,600 -198,275	-47%	-$881K	0.29%	46
2022 Q1	$2.14M	Hold	424,875	–	–	0.72%	29
2021 Q4	$1.41M	Buy	424,875 +253,084	+147%	+$911K	0.5%	45
2021 Q3	$557K	Hold	171,791	–	–	0.15%	73
2021 Q2	$716K	Buy	171,791 +34,358	+25%	+$138K	0.19%	70
2021 Q1	$495K	Buy	+137,433	New	+$519K	0.11%	82

Other funds holding ITUB

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Quattro Financial Advisors's ITUB Position: Q2 2026 in Review

Quattro Financial Advisors increased its Itaú Unibanco (ITUB) stake by 2.6% in Q2 2026, buying an estimated $72.9K and bringing the position to 348,700 shares worth $2.85M. The position accounts for 0.61% of the portfolio, ranked #37.

Quattro Financial Advisors first reported a position in ITUB in Q1 2021 and has held it in 22 quarters since. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Quattro Financial Advisors held 348,700 shares of Itaú Unibanco worth $2.85M as of Q2 2026.
Quattro Financial Advisors bought 8,800 Itaú Unibanco shares in Q2 2026, an estimated $72.9K.
Itaú Unibanco made up 0.61% of Quattro Financial Advisors's portfolio in Q2 2026, its #37 holding.
Quattro Financial Advisors first reported a position in Itaú Unibanco in Q1 2021 and has held it in 22 quarters since.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.