SSG
ITUB icon

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
Q1 		– Sell
-29,097
Closed -$208K – 1234
2025
Q4 		$208K Buy
+29,097
New +$207K 0.04% 324
2023
Q3 		– Sell
-15,323
Closed -$80K – 814
2023
Q2 		$80K Buy
+15,323
New +$72.4K 0.03% 323
2020
Q1 		– Sell
-67,136
Closed -$447K – 410
2019
Q4 		$447K Sell
67,136
-962
-1% -$6.03K 0.08% 296
2019
Q3 		$417K Hold
68,098
– – 0.16% 226
2019
Q2 		$467K Hold
68,098
– – 0.28% 215
2019
Q1 		$437K Buy
+68,098
New +$482K 0.42% 129

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