Simplex Trading
ITUB icon

Simplex Trading’s Itaú Unibanco ITUB Stock Holding History

Simplex Trading’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
-16,763
Closed -$139K – 9778
2026
Q1 		$140K Sell
16,763
-97,285
-85% -$814K ﹤0.01% 4699
2025
Q4 		$817K Buy
+114,048
New +$811K ﹤0.01% 2825
2024
Q3 		– Sell
-269,110
Closed -$1.52M – 9000
2024
Q2 		$1.39M Buy
+269,110
New +$1.47M ﹤0.01% 2570
2021
Q2 		– Sell
-269,487
Closed -$1.09M – 10346
2021
Q1 		$972K Buy
269,487
+232,924
+637% +$880K ﹤0.01% 2433
2020
Q4 		$162K Sell
36,563
-108,097
-75% -$404K ﹤0.01% 4885
2020
Q3 		$418K Sell
144,660
-11,662
-7% -$39.6K ﹤0.01% 3213
2020
Q2 		$533K Buy
+156,322
New +$507K ﹤0.01% 2818
2020
Q1 		– Sell
-47,306
Closed -$242K – 7895
2019
Q4 		$314K Buy
+47,306
New +$296K ﹤0.01% 3235
2019
Q3 		– Sell
-41,340
Closed -$268K – 7547
2019
Q2 		$283K Sell
41,340
-134,231
-76% -$845K ﹤0.01% 3128
2019
Q1 		$1.13M Buy
175,571
+124,497
+244% +$881K ﹤0.01% 1890
2018
Q4 		$339K Buy
+51,074
New +$328K ﹤0.01% 2600
2018
Q1 		– Sell
-35,416
Closed -$265K – 6482
2017
Q4 		$223K Buy
+35,416
New +$226K 0.01% 1198
2017
Q3 		– Sell
-7,739
Closed -$47.3K – 6224
2017
Q2 		$41K Buy
+7,739
New +$43.4K ﹤0.01% 2568
2015
Q4 		– Sell
-3,889
Closed -$12.3K – 5730
2015
Q3 		$11K Buy
+3,889
New +$13.8K ﹤0.01% 3337
2015
Q2 		– Sell
-11,888
Closed -$55.9K – 5486
2015
Q1 		$52K Buy
11,888
+7,907
+199% +$38.6K 0.01% 1532
2014
Q4 		$21K Buy
+3,981
New +$22.4K ﹤0.01% 2011

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

Simplex Trading's ITUB Position: Q2 2026 in Review

Simplex Trading sold out of Itaú Unibanco (ITUB) in Q2 2026, closing a stake of 16,763 shares — an estimated $139K sold.

Simplex Trading first reported a position in ITUB in Q4 2014 and held it in 16 quarters. The position peaked at $1.39M in Q2 2024. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Simplex Trading reported no remaining Itaú Unibanco position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 16,763 Itaú Unibanco shares in Q2 2026, an estimated $139K.
  • Simplex Trading first reported a position in Itaú Unibanco in Q4 2014 and held it in 16 quarters.
  • Simplex Trading's Itaú Unibanco position peaked at $1.39M in Q2 2024.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.