SI
ITUB icon

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
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
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 $5.7T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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 $1.47T AUM 27.86% 1-Year Est. Return