Strategic Global Advisors’s Itaú Unibanco ITUB Stock Holding History

Strategic Global Advisors’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	$89.1K	Hold	10,910	–	–	0.01%	128
2026 Q1	$91.4K	Buy	+10,910	New	+$91.3K	0.01%	141
2019 Q1	–	Sell	-63,702	Closed	-$424K	–	170
2018 Q4	$424K	Hold	63,702	–	–	0.15%	111
2018 Q3	$339K	Hold	63,702	–	–	0.1%	148
2018 Q2	$482K	Hold	63,702	–	–	0.12%	123
2018 Q1	$482K	Hold	63,702	–	–	0.17%	113
2017 Q4	$402K	Hold	63,702	–	–	0.13%	122
2017 Q3	$423K	Sell	63,702 -2,015,089	-97%	-$12.3M	0.16%	113
2017 Q2	$11.1M	Buy	2,078,791 +22,482	+1%	+$126K	4.1%	4
2017 Q1	$12M	Sell	2,056,309 -1,775	-0.1%	-$10.5K	4.34%	3
2016 Q4	$10.3M	Buy	2,058,084 +319,795	+18%	+$1.64M	3.81%	3
2016 Q3	$7.28M	Buy	1,738,289 +19,248	+1%	+$91.1K	2.72%	5
2016 Q2	$7.16M	Buy	1,719,041 +120,840	+8%	+$466K	2.71%	5
2016 Q1	$6.05M	Buy	1,598,201 +5,679	+0.4%	+$17.3K	2.57%	7
2015 Q4	$4.57M	Buy	1,592,522 +225,315	+16%	+$716K	1.95%	10
2015 Q3	$3.99M	Sell	1,367,207 -136,319	-9%	-$484K	1.91%	10
2015 Q2	$6M	Buy	1,503,526 +275,078	+22%	+$1.29M	3.5%	4
2015 Q1	$5.45M	Buy	1,228,448 +1,111,892	+954%	+$5.43M	4.03%	3
2014 Q4	$608K	Buy	+116,556	New	+$655K	0.54%	63

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

Strategic Global Advisors's ITUB Position: Q2 2026 in Review

Strategic Global Advisors held its Itaú Unibanco (ITUB) position steady in Q2 2026 at 10,910 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #128.

Strategic Global Advisors first reported a position in ITUB in Q4 2014 and has held it in 19 quarters since. The position peaked at $12M in Q1 2017. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Strategic Global Advisors held 10,910 shares of Itaú Unibanco worth $89.1K as of Q2 2026.
Strategic Global Advisors left its Itaú Unibanco share count unchanged in Q2 2026.
Itaú Unibanco made up 0.01% of Strategic Global Advisors's portfolio in Q2 2026, its #128 holding.
Strategic Global Advisors first reported a position in Itaú Unibanco in Q4 2014 and has held it in 19 quarters since.
Strategic Global Advisors's Itaú Unibanco position peaked at $12M in Q1 2017.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.