SGI
ITUB icon

Summit Global Investments’s Itaú Unibanco ITUB Stock Holding History

Summit Global Investments’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 		$143K Sell
17,535
-58,200
-77% -$482K 0.01% 518
2026
Q1 		$635K Buy
+75,735
New +$634K 0.04% 290

Other funds holding ITUB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Summit Global Investments's ITUB Position: Q2 2026 in Review

Summit Global Investments reduced its Itaú Unibanco (ITUB) stake by 77% in Q2 2026, selling an estimated $482K and leaving 17,535 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #518.

Summit Global Investments first reported a position in ITUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $635K in Q1 2026. 111 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Summit Global Investments held 17,535 shares of Itaú Unibanco worth $143K as of Q2 2026.
  • Summit Global Investments sold 58,200 Itaú Unibanco shares in Q2 2026, an estimated $482K.
  • Itaú Unibanco made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #518 holding.
  • Summit Global Investments first reported a position in Itaú Unibanco in Q1 2026 and has held it in 2 quarters since.
  • Summit Global Investments's Itaú Unibanco position peaked at $635K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.