Ramirez Asset Management’s Itaú Unibanco ITUB Stock Holding History

Ramirez Asset 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 Q2	$19.5M	Buy	2,387,198 +31,822	+1%	+$264K	2.03%	5
2026 Q1	$19.8M	Buy	2,355,376 +131,775	+6%	+$1.1M	2.38%	4
2025 Q4	$15.9M	Buy	2,223,601 +13,301	+0.6%	+$94.6K	2.1%	4
2025 Q3	$15.8M	Sell	2,210,300 -17,371	-0.8%	-$115K	2.19%	4
2025 Q2	$14.7M	Buy	2,227,671 +315,252	+16%	+$1.92M	2.22%	3
2025 Q1	$10.2M	Buy	1,912,419 +458,897	+32%	+$2.31M	2.12%	6
2024 Q4	$6.36M	Buy	1,453,522 +18,077	+1%	+$93K	1.28%	17
2024 Q3	$8.43M	Buy	1,435,445 +26,043	+2%	+$147K	1.62%	10
2024 Q2	$7.26M	Buy	1,409,402 +526,800	+60%	+$2.88M	1.48%	12
2024 Q1	$5.4M	Buy	882,602 +474,950	+117%	+$2.86M	1.09%	20
2023 Q4	$2.5M	Buy	+407,652	New	+$2.16M	0.51%	69

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

Ramirez Asset Management's ITUB Position: Q2 2026 in Review

Ramirez Asset Management increased its Itaú Unibanco (ITUB) stake by 1.4% in Q2 2026, buying an estimated $264K and bringing the position to 2,387,198 shares worth $19.5M. The position accounts for 2.03% of the portfolio, ranked #5.

Ramirez Asset Management first reported a position in ITUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.8M in Q1 2026. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Ramirez Asset Management held 2,387,198 shares of Itaú Unibanco worth $19.5M as of Q2 2026.
Ramirez Asset Management bought 31,822 Itaú Unibanco shares in Q2 2026, an estimated $264K.
Itaú Unibanco made up 2.03% of Ramirez Asset Management's portfolio in Q2 2026, its #5 holding.
Ramirez Asset Management first reported a position in Itaú Unibanco in Q4 2023 and has held it in 11 quarters since.
Ramirez Asset Management's Itaú Unibanco position peaked at $19.8M in Q1 2026.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.