Summit Securities Group’s Itaú Unibanco ITUB Stock Holding History

Summit Securities Group’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	$125K	Buy	+15,241	New	+$126K	0.01%	347
2026 Q1	–	Sell	-29,097	Closed	-$208K	–	1216
2025 Q4	$208K	Buy	+29,097	New	+$207K	0.03%	324
2023 Q3	–	Sell	-15,323	Closed	-$80K	–	797
2023 Q2	$80K	Buy	+15,323	New	+$72.4K	0.01%	323
2020 Q1	–	Sell	-67,136	Closed	-$447K	–	380
2019 Q4	$447K	Sell	67,136 -962	-1%	-$6.03K	0.03%	296
2019 Q3	$417K	Hold	68,098	–	–	0.04%	226
2019 Q2	$467K	Hold	68,098	–	–	0.05%	215
2019 Q1	$437K	Buy	+68,098	New	+$482K	0.08%	129

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

Summit Securities Group's ITUB Position: Q2 2026 in Review

Summit Securities Group opened a new position in Itaú Unibanco (ITUB) in Q2 2026: 15,241 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ITUB as recently as Q4 2025.

Summit Securities Group first reported a position in ITUB in Q1 2019 and has held it in 7 quarters since. The position peaked at $467K in Q2 2019. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Summit Securities Group held 15,241 shares of Itaú Unibanco worth $125K as of Q2 2026.
Itaú Unibanco was a new Summit Securities Group position in Q2 2026.
Itaú Unibanco made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #347 holding.
Summit Securities Group first reported a position in Itaú Unibanco in Q1 2019 and has held it in 7 quarters since.
Summit Securities Group's Itaú Unibanco position peaked at $467K in Q2 2019.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

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