Silvercrest Asset Management’s Itaú Unibanco ITUB Stock Holding History

Silvercrest Asset Management’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	$23M	Buy	2,817,670 +539,108	+24%	+$4.47M	0.15%	191
2026 Q1	$19.1M	Buy	2,278,562 +63,255	+3%	+$529K	0.14%	196
2025 Q4	$15.9M	Buy	2,215,307 +57,120	+3%	+$406K	0.11%	246
2025 Q3	$15.4M	Sell	2,158,187 -547,323	-20%	-$3.62M	0.1%	249
2025 Q2	$17.8M	Hold	2,705,510	–	–	0.12%	221
2025 Q1	$14.4M	Sell	2,705,510 -1	-0%	-$5	0.1%	236
2024 Q4	$11.8M	Buy	+2,705,511	New	+$13.9M	0.08%	266

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

Silvercrest Asset Management's ITUB Position: Q2 2026 in Review

Silvercrest Asset Management increased its Itaú Unibanco (ITUB) stake by 24% in Q2 2026, buying an estimated $4.47M and bringing the position to 2,817,670 shares worth $23M. The position accounts for 0.15% of the portfolio, ranked #191.

Silvercrest Asset Management first reported a position in ITUB in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Silvercrest Asset Management held 2,817,670 shares of Itaú Unibanco worth $23M as of Q2 2026.
Silvercrest Asset Management bought 539,108 Itaú Unibanco shares in Q2 2026, an estimated $4.47M.
Itaú Unibanco made up 0.15% of Silvercrest Asset Management's portfolio in Q2 2026, its #191 holding.
Silvercrest Asset Management first reported a position in Itaú Unibanco in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.