Stephens Inc’s Itaú Unibanco ITUB Stock Holding History

Stephens Inc’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	$320K	Sell	39,189 -1,256	-3%	-$10.4K	﹤0.01%	1043
2026 Q1	$339K	Buy	40,445 +1,433	+4%	+$12K	﹤0.01%	989
2025 Q4	$279K	Buy	39,012 +1,017	+3%	+$7.23K	﹤0.01%	1070
2025 Q3	$271K	Buy	37,995 +5,794	+18%	+$38.3K	﹤0.01%	1094
2025 Q2	$212K	Buy	32,201 +341	+1%	+$2.08K	﹤0.01%	1150
2025 Q1	$170K	Sell	31,860 -2,256	-7%	-$11.4K	﹤0.01%	1154
2024 Q4	$149K	Buy	34,116 +1,401	+4%	+$7.21K	﹤0.01%	1188
2024 Q3	$192K	Buy	32,715 +55	+0.2%	+$310	﹤0.01%	1199
2024 Q2	$168K	Hold	32,660	–	–	﹤0.01%	1187
2024 Q1	$200K	Buy	32,660 +4,679	+17%	+$28.2K	﹤0.01%	1167
2023 Q4	$172K	Buy	27,981 +1,556	+6%	+$8.25K	﹤0.01%	1111
2023 Q3	$125K	Buy	26,425 +182	+0.7%	+$908	﹤0.01%	1091
2023 Q2	$137K	Buy	+26,243	New	+$124K	﹤0.01%	1110

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

Stephens Inc's ITUB Position: Q2 2026 in Review

Stephens Inc reduced its Itaú Unibanco (ITUB) stake by 3.1% in Q2 2026, selling an estimated $10.4K and leaving 39,189 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Stephens Inc first reported a position in ITUB in Q2 2023 and has held it in 13 quarters since. The position peaked at $339K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Stephens Inc held 39,189 shares of Itaú Unibanco worth $320K as of Q2 2026.
Stephens Inc sold 1,256 Itaú Unibanco shares in Q2 2026, an estimated $10.4K.
Itaú Unibanco made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1043 holding.
Stephens Inc first reported a position in Itaú Unibanco in Q2 2023 and has held it in 13 quarters since.
Stephens Inc's Itaú Unibanco position peaked at $339K in Q1 2026.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.