Raymond James Financial’s Itaú Unibanco ITUB Stock Holding History

Raymond James Financial’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	$7.12M	Buy	871,665 +26,584	+3%	+$220K	﹤0.01%	2448
2026 Q1	$7.08M	Buy	845,081 +173,398	+26%	+$1.45M	﹤0.01%	2302
2025 Q4	$4.81M	Sell	671,683 -50,048	-7%	-$356K	﹤0.01%	2545
2025 Q3	$5.14M	Buy	721,731 +210,965	+41%	+$1.39M	﹤0.01%	2432
2025 Q2	$3.37M	Buy	510,766 +24,325	+5%	+$148K	﹤0.01%	2670
2025 Q1	$2.6M	Buy	486,441 +48,394	+11%	+$244K	﹤0.01%	2806
2024 Q4	$1.92M	Buy	+438,047	New	+$2.25M	﹤0.01%	3005

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

Raymond James Financial's ITUB Position: Q2 2026 in Review

Raymond James Financial increased its Itaú Unibanco (ITUB) stake by 3.1% in Q2 2026, buying an estimated $220K and bringing the position to 871,665 shares worth $7.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Raymond James Financial first reported a position in ITUB in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Raymond James Financial held 871,665 shares of Itaú Unibanco worth $7.12M as of Q2 2026.
Raymond James Financial bought 26,584 Itaú Unibanco shares in Q2 2026, an estimated $220K.
Itaú Unibanco made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2448 holding.
Raymond James Financial first reported a position in Itaú Unibanco in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.