SBH
ITUB icon

Segall Bryant & Hamill’s Itaú Unibanco ITUB Stock Holding History

Segall Bryant & Hamill’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
2025
Q4 		– Sell
-41,200
Closed -$294K – 608
2025
Q3 		$294K Sell
41,200
-39,243
-49% -$259K ﹤0.01% 563
2025
Q2 		$530K Buy
+80,443
New +$490K 0.01% 544
2025
Q1 		– Sell
-161,566
Closed -$707K – 607
2024
Q4 		$707K Hold
161,566
– – 0.01% 536
2024
Q3 		$948K Buy
+161,566
New +$910K 0.01% 514
2018
Q3 		– Sell
-38,317
Closed -$193K – 859
2018
Q2 		$193K Sell
38,317
-118,536
-76% -$737K ﹤0.01% 827
2018
Q1 		$1.19M Buy
156,853
+118,536
+309% +$887K 0.03% 337
2017
Q4 		$242K Buy
+38,317
New +$245K 0.01% 532
2016
Q2 		– Sell
-39,457
Closed -$149K – 555
2016
Q1 		$149K Buy
+39,457
New +$120K ﹤0.01% 531

Other funds holding ITUB

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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 $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return