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
Q1 		$558K Sell
66,600
-22,600
-25% -$189K ﹤0.01% 3131
2025
Q4 		$639K Buy
89,200
+19,778
+28% +$141K ﹤0.01% 3062
2025
Q3 		$494K Sell
69,422
-24,514
-26% -$162K ﹤0.01% 3837
2025
Q2 		$619K Sell
93,936
-67,156
-42% -$409K ﹤0.01% 3279
2025
Q1 		$860K Buy
161,092
+65,920
+69% +$332K ﹤0.01% 2849
2024
Q4 		$416K Buy
95,172
+59,256
+165% +$305K ﹤0.01% 3736
2024
Q3 		$210K Sell
35,916
-331,063
-90% -$1.86M ﹤0.01% 4472
2024
Q2 		$1.89M Sell
366,979
-555,170
-60% -$3.04M ﹤0.01% 2255
2024
Q1 		$5.64M Buy
922,149
+168,477
+22% +$1.01M ﹤0.01% 1517
2023
Q4 		$4.62M Buy
753,672
+154,995
+26% +$822K ﹤0.01% 1627
2023
Q3 		$2.84M Buy
598,677
+28,551
+5% +$142K ﹤0.01% 1789
2023
Q2 		$2.97M Sell
570,126
-125,989
-18% -$595K ﹤0.01% 1661
2023
Q1 		$2.99M Sell
696,115
-16,202
-2% -$68.7K ﹤0.01% 1628
2022
Q4 		$2.95M Sell
712,317
-141,738
-17% -$644K ﹤0.01% 1573
2022
Q3 		$3.88M Buy
854,055
+769,873
+915% +$3.28M ﹤0.01% 1386
2022
Q2 		$307K Sell
84,182
-321,545
-79% -$1.43M ﹤0.01% 4074
2022
Q1 		$1.96M Buy
405,727
+82,822
+26% +$349K ﹤0.01% 2133
2021
Q4 		$877K Sell
322,905
-53,799
-14% -$194K ﹤0.01% 3045
2021
Q3 		$1.6M Buy
376,704
+63,907
+20% +$262K ﹤0.01% 2451
2021
Q2 		$1.37M Buy
312,797
+307,972
+6,383% +$1.24M ﹤0.01% 2679
2021
Q1 		$1.74M Sell
4,825
-648
-12% -$2.45K ﹤0.01% 1765
2020
Q4 		$2.42M Sell
5,473
-556
-9% -$2.08K ﹤0.01% 1576
2020
Q3 		$1.75M Sell
6,029
-2,205
-27% -$7.49K ﹤0.01% 1662
2020
Q2 		$2.81M Buy
8,234
+1,809
+28% +$5.87K ﹤0.01% 1243
2020
Q1 		$2.1M Buy
6,425
+2,934
+84% +$15K ﹤0.01% 1245
2019
Q4 		$2.32M Sell
3,491
-2,207
-39% -$13.8K 0.01% 1356
2019
Q3 		$3.49M Buy
5,698
+2,456
+76% +$15.9K 0.01% 928
2019
Q2 		$2.22M Sell
3,242
-77
-2% -$485 0.01% 1232
2019
Q1 		$2.35M Sell
3,319
-2,177
-40% -$15.4K 0.01% 1228
2018
Q4 		$4.96M Buy
5,496
+598
+12% +$3.84K 0.01% 580
2018
Q3 		$2.61M Buy
4,898
+2,744
+127% +$14.7K 0.01% 1034
2018
Q2 		$1.08M Buy
2,154
+1,406
+188% +$8.74K ﹤0.01% 1716
2018
Q1 		$30K Sell
748
-1,406
-65% -$10.5K ﹤0.01% 2946
2017
Q4 		$81K Buy
2,154
+1,049
+95% +$6.7K ﹤0.01% 1980
2017
Q3 		$19K Sell
1,105
-313
-22% -$1.91K ﹤0.01% 3201
2017
Q2 		$97K Buy
1,418
+950
+203% +$5.33K ﹤0.01% 1781
2017
Q1 		$43K Sell
468
-938
-67% -$5.56K ﹤0.01% 2510
2016
Q4 		$42K Buy
1,406
+952
+210% +$4.88K ﹤0.01% 2323
2016
Q3 		$5K Sell
454
-188
-29% -$890 ﹤0.01% 4276
2016
Q2 		$6K Sell
642
-412
-39% -$1.59K ﹤0.01% 4078
2016
Q1 		$7K Buy
+1,054
New +$3.21K ﹤0.01% 3801
2015
Q3 		– Sell
-40
Closed -$3K – 5825
2015
Q2 		$3K Sell
40
-115
-74% -$541 ﹤0.01% 4050
2015
Q1 		$35K Buy
155
+130
+520% +$635 ﹤0.01% 1828
2014
Q4 		$1K Buy
+25
New +$141 ﹤0.01% 4144

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $1.56T AUM 27.86% 1-Year Est. Return

Simplex Trading's ITUB Position: Q1 2026 in Review

Simplex Trading reduced its Itaú Unibanco (ITUB) stake by 85% in Q1 2026, selling an estimated $814K and leaving 16,763 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #4699.

Simplex Trading first reported a position in ITUB in Q4 2014 and has held it in 16 quarters since. The position peaked at $1.39M in Q2 2024. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Simplex Trading held 16,763 shares of Itaú Unibanco worth $140K as of Q1 2026.
  • Simplex Trading sold 97,285 Itaú Unibanco shares in Q1 2026, an estimated $814K.
  • Itaú Unibanco made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4699 holding.
  • Simplex Trading first reported a position in Itaú Unibanco in Q4 2014 and has held it in 16 quarters since.
  • Simplex Trading's Itaú Unibanco position peaked at $1.39M in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.