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Sivia Capital Partners’s Itaú Unibanco ITUB Stock Holding History

Sivia Capital Partners’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 		– Sell
-10,190
Closed -$73K – 547
2025
Q4 		$73K Buy
+10,190
New +$72.5K 0.01% 549
2025
Q2 		– Sell
-14,859
Closed -$79.3K – 447
2025
Q1 		$79.3K Buy
14,859
+252
+2% +$1.27K 0.04% 285
2024
Q4 		$63.9K Sell
14,607
-1,212
-8% -$6.24K 0.03% 197
2024
Q3 		$92.8K Sell
15,819
-207
-1% -$1.17K 0.05% 205
2024
Q2 		$82.6K Buy
16,026
+428
+3% +$2.34K 0.06% 187
2024
Q1 		$95.4K Sell
15,598
-1,798
-10% -$10.8K 0.06% 181
2023
Q4 		$107K Buy
+17,396
New +$92.2K 0.08% 174

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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
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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sivia Capital Partners's ITUB Position: Q1 2026 in Review

Sivia Capital Partners sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 10,190 shares — an estimated $73K sold.

Sivia Capital Partners first reported a position in ITUB in Q4 2023 and held it in 7 quarters. The position peaked at $107K in Q4 2023. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Sivia Capital Partners reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 10,190 Itaú Unibanco shares in Q1 2026, an estimated $73K.
  • Sivia Capital Partners first reported a position in Itaú Unibanco in Q4 2023 and held it in 7 quarters.
  • Sivia Capital Partners's Itaú Unibanco position peaked at $107K in Q4 2023.
  • 389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.