TCA
ITUB icon

Transcend Capital Advisors’s Itaú Unibanco ITUB Stock Holding History

Transcend Capital 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
Q1 		$318K Buy
37,948
+14,755
+64% +$123K 0.03% 524
2025
Q4 		$166K Buy
23,193
+6,987
+43% +$49.7K 0.01% 663
2025
Q3 		$115K Buy
+16,206
New +$107K 0.01% 683

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 $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $1.56T AUM 27.86% 1-Year Est. Return

Transcend Capital Advisors's ITUB Position: Q1 2026 in Review

Transcend Capital Advisors increased its Itaú Unibanco (ITUB) stake by 64% in Q1 2026, buying an estimated $123K and bringing the position to 37,948 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #524.

Transcend Capital Advisors first reported a position in ITUB in Q3 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Transcend Capital Advisors held 37,948 shares of Itaú Unibanco worth $318K as of Q1 2026.
  • Transcend Capital Advisors bought 14,755 Itaú Unibanco shares in Q1 2026, an estimated $123K.
  • Itaú Unibanco made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #524 holding.
  • Transcend Capital Advisors first reported a position in Itaú Unibanco in Q3 2025 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.