R Squared’s Itaú Unibanco ITUB Stock Holding History

R Squared’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	–	Sell	-19,605	Closed	-$140K	–	577
2025 Q4	$140K	Sell	19,605 -1,931	-9%	-$13.7K	0.07%	387
2025 Q3	$153K	Buy	+21,536	New	+$142K	0.07%	413
2025 Q1	–	Sell	-2,583	Closed	-$11.3K	–	890
2024 Q4	$11.3K	Buy	+2,583	New	+$13.3K	0.01%	1105

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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

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

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

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

R Squared's ITUB Position: Q1 2026 in Review

R Squared sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 19,605 shares — an estimated $140K sold.

R Squared first reported a position in ITUB in Q4 2024 and held it in 3 quarters. The position peaked at $153K in Q3 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

R Squared reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
R Squared sold 19,605 Itaú Unibanco shares in Q1 2026, an estimated $140K.
R Squared first reported a position in Itaú Unibanco in Q4 2024 and held it in 3 quarters.
R Squared's Itaú Unibanco position peaked at $153K in Q3 2025.
389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.