Richard Pzena’s Itaú Unibanco ITUB Stock Holding History

Richard Pzena’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	$656K	Sell	80,241 -144,916	-64%	-$1.2M	﹤0.01%	141
2026 Q1	$1.89M	Hold	225,157	–	–	0.01%	136
2025 Q4	$1.61M	Sell	225,157 -196,005	-47%	-$1.39M	﹤0.01%	135
2025 Q3	$3M	Hold	421,162	–	–	0.01%	129
2025 Q2	$2.78M	Hold	421,162	–	–	0.01%	128
2025 Q1	$2.25M	Sell	421,162 -2	-0%	-$10	0.01%	129
2024 Q4	$1.84M	Hold	421,164	–	–	0.01%	130
2024 Q3	$2.47M	Buy	421,164 +159,822	+61%	+$900K	0.01%	132
2024 Q2	$1.35M	Hold	261,342	–	–	﹤0.01%	133
2024 Q1	$1.6M	Buy	261,342 +1,066	+0.4%	+$6.42K	0.01%	134
2023 Q4	$1.6M	Sell	260,276 -45,704	-15%	-$242K	0.01%	136
2023 Q3	$1.45M	Sell	305,980 -16,967	-5%	-$84.6K	0.01%	133
2023 Q2	$1.68M	Sell	322,947 -6,332	-2%	-$29.9K	0.01%	132
2023 Q1	$1.42M	Sell	329,279 -60,183	-15%	-$255K	0.01%	134
2022 Q4	$1.62M	Hold	389,462	–	–	0.01%	132
2022 Q3	$1.78M	Hold	389,462	–	–	0.01%	131
2022 Q2	$1.47M	Buy	389,462 +9,231	+2%	+$41K	0.01%	129
2022 Q1	$1.92M	Buy	380,231 +125,953	+50%	+$531K	0.01%	135
2021 Q4	$842K	Sell	254,278 -54,161	-18%	-$195K	﹤0.01%	141
2021 Q3	$1.18M	Hold	308,439	–	–	﹤0.01%	136
2021 Q2	$1.35M	Sell	308,439 -30,692	-9%	-$124K	0.01%	134
2021 Q1	$1.22M	Buy	339,131 +279,871	+472%	+$1.06M	0.01%	140
2020 Q4	$263K	Buy	+59,260	New	+$222K	﹤0.01%	165

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

Richard Pzena's ITUB Position: Q2 2026 in Review

Richard Pzena reduced its Itaú Unibanco (ITUB) stake by 64% in Q2 2026, selling an estimated $1.2M and leaving 80,241 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Richard Pzena first reported a position in ITUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3M in Q3 2025. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Richard Pzena held 80,241 shares of Itaú Unibanco worth $656K as of Q2 2026.
Richard Pzena sold 144,916 Itaú Unibanco shares in Q2 2026, an estimated $1.2M.
Itaú Unibanco made up ﹤0.01% of Richard Pzena's portfolio in Q2 2026, its #141 holding.
Richard Pzena first reported a position in Itaú Unibanco in Q4 2020 and has held it in 23 quarters since.
Richard Pzena's Itaú Unibanco position peaked at $3M in Q3 2025.
392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.