RCAG
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Rehmann Capital Advisory Group’s Itaú Unibanco ITUB Stock Holding History

Rehmann Capital Advisory Group’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 		$145K Buy
+17,249
New +$144K 0.01% 661
2025
Q4 		– Sell
-17,307
Closed -$123K – 673
2025
Q3 		$123K Buy
17,307
+350
+2% +$2.31K 0.01% 624
2025
Q2 		$112K Sell
16,957
-848
-5% -$5.17K 0.01% 601
2025
Q1 		$95.1K Buy
+17,805
New +$89.6K 0.01% 595
2024
Q4 		– Sell
-16,189
Closed -$95K – 613
2024
Q3 		$95K Sell
16,189
-1,298
-7% -$7.31K 0.01% 588
2024
Q2 		$90.1K Sell
17,487
-2,618
-13% -$14.3K 0.01% 569
2024
Q1 		$123K Buy
+20,105
New +$121K 0.01% 560
2023
Q4 		– Sell
-17,652
Closed -$83.7K – 554
2023
Q3 		$83.7K Buy
17,652
+1,214
+7% +$6.05K 0.01% 510
2023
Q2 		$85.6K Buy
16,438
+32
+0.2% +$151 0.01% 529
2023
Q1 		$70.5K Sell
16,406
-2,137
-12% -$9.06K 0.01% 528
2022
Q4 		$77.1K Buy
18,543
+3,245
+21% +$14.7K 0.01% 534
2022
Q3 		$69.8K Sell
15,298
-1,349
-8% -$5.75K 0.01% 505
2022
Q2 		$62.9K Buy
+16,647
New +$73.9K 0.01% 485
2022
Q1 		– Sell
-12,977
Closed -$42.9K – 558
2021
Q4 		$42.9K Sell
12,977
-4,265
-25% -$15.4K ﹤0.01% 552
2021
Q3 		$66.7K Buy
+17,242
New +$70.6K 0.01% 541
2019
Q3 		$73.9K Buy
12,078
+6,818
+130% +$44.2K 0.01% 522
2019
Q2 		$36K Sell
5,260
-1,048
-17% -$6.6K ﹤0.01% 949
2019
Q1 		$40.4K Sell
6,308
-355
-5% -$2.51K 0.01% 891
2018
Q4 		$44.3K Buy
6,663
+3,635
+120% +$23.4K 0.01% 620
2018
Q3 		$16.1K Hold
3,028
– – ﹤0.01% 1190
2018
Q2 		$15.2K Buy
3,028
+10
+0.3% +$62 ﹤0.01% 1192
2018
Q1 		$23K Buy
+3,018
New +$22.6K ﹤0.01% 1033
2014
Q2 		– Sell
-30,572
Closed -$166K – 340
2014
Q1 		$166K Buy
+30,572
New +$146K 0.04% 309

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 $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $1.56T AUM 27.86% 1-Year Est. Return

Rehmann Capital Advisory Group's ITUB Position: Q1 2026 in Review

Rehmann Capital Advisory Group opened a new position in Itaú Unibanco (ITUB) in Q1 2026: 17,249 shares worth $145K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in ITUB as recently as Q3 2025.

Rehmann Capital Advisory Group first reported a position in ITUB in Q1 2014 and has held it in 23 quarters since. The position peaked at $166K in Q1 2014. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Rehmann Capital Advisory Group held 17,249 shares of Itaú Unibanco worth $145K as of Q1 2026.
  • Itaú Unibanco was a new Rehmann Capital Advisory Group position in Q1 2026.
  • Itaú Unibanco made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #661 holding.
  • Rehmann Capital Advisory Group first reported a position in Itaú Unibanco in Q1 2014 and has held it in 23 quarters since.
  • Rehmann Capital Advisory Group's Itaú Unibanco position peaked at $166K in Q1 2014.
  • 388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.