SG Americas Securities’s Itaú Unibanco ITUB Stock Holding History

SG Americas Securities’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
2022 Q1	–	Sell	-1,291,620	Closed	-$3.03M	–	3209
2021 Q4	$3.03M	Sell	1,291,620 -275,115	-18%	-$991K	0.02%	771
2021 Q3	$1.65M	Hold	1,566,735	–	–	0.01%	1446
2021 Q2	$1.46M	Hold	1,566,735	–	–	0.01%	1313
2021 Q1	$3.07M	Sell	1,566,735 -4,329,136	-73%	-$16.3M	0.02%	766
2020 Q4	$3.67M	Hold	5,895,871	–	–	0.02%	689
2020 Q3	$8.82M	Buy	5,895,871 +893,313	+18%	+$3.03M	0.06%	215
2020 Q2	$7.48M	Sell	5,002,558 -2,679,941	-35%	-$8.69M	0.06%	233
2020 Q1	$11.2M	Buy	7,682,499 +7,132,767	+1,297%	+$36.6M	0.1%	170
2019 Q4	$80K	Hold	549,732	–	–	﹤0.01%	2990
2019 Q3	$170K	Buy	549,732 +274,866	+100%	+$1.78M	﹤0.01%	2433
2019 Q2	$50K	Hold	274,866	–	–	﹤0.01%	2910
2019 Q1	$88K	Sell	274,866 -412,298	-60%	-$2.92M	﹤0.01%	3093
2018 Q4	$38K	Sell	687,164 -343,583	-33%	-$2.21M	﹤0.01%	2858
2018 Q3	$100K	Sell	1,030,747 -412,298	-29%	-$2.22M	﹤0.01%	2874
2018 Q2	$505K	Buy	1,443,045 +412,298	+40%	+$2.56M	﹤0.01%	2000
2018 Q1	$75K	Sell	1,030,747 -515,373	-33%	-$3.86M	﹤0.01%	3023
2017 Q4	$105K	Hold	1,546,120	–	–	﹤0.01%	2834
2017 Q3	$75K	Hold	1,546,120	–	–	﹤0.01%	3255
2017 Q2	$438K	Buy	+1,546,120	New	+$8.67M	﹤0.01%	1943

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SG Americas Securities's ITUB Position: Q1 2026 in Review

SG Americas Securities increased its Itaú Unibanco (ITUB) stake by 188% in Q1 2026, buying an estimated $556K and bringing the position to 101,879 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

SG Americas Securities first reported a position in ITUB in Q3 2013 and has held it in 43 quarters since. The position peaked at $20.7M in Q2 2014. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

SG Americas Securities held 101,879 shares of Itaú Unibanco worth $854K as of Q1 2026.
SG Americas Securities bought 66,484 Itaú Unibanco shares in Q1 2026, an estimated $556K.
Itaú Unibanco made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1868 holding.
SG Americas Securities first reported a position in Itaú Unibanco in Q3 2013 and has held it in 43 quarters since.
SG Americas Securities's Itaú Unibanco position peaked at $20.7M in Q2 2014.
388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.