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Root Financial Partners’s Itaú Unibanco ITUB Stock Holding History

Root Financial Partners’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 		– Sell
-169
Closed -$1.42K – 1804
2026
Q1 		$1.42K Buy
169
+56
+50% +$469 ﹤0.01% 2457
2025
Q4 		$809 Buy
+113
New +$804 ﹤0.01% 2141

Other funds holding ITUB

Capital Research Global Investors
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Root Financial Partners's ITUB Position: Q2 2026 in Review

Root Financial Partners sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 169 shares — an estimated $1.42K sold.

Root Financial Partners first reported a position in ITUB in Q4 2025 and held it in 2 quarters. The position peaked at $1.42K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Root Financial Partners reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 169 Itaú Unibanco shares in Q2 2026, an estimated $1.42K.
  • Root Financial Partners first reported a position in Itaú Unibanco in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Itaú Unibanco position peaked at $1.42K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.