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
Q2 		$317K Buy
38,741
+793
+2% +$6.57K 0.02% 605
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 $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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Transcend Capital Advisors's ITUB Position: Q2 2026 in Review

Transcend Capital Advisors increased its Itaú Unibanco (ITUB) stake by 2.1% in Q2 2026, buying an estimated $6.57K and bringing the position to 38,741 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #605.

Transcend Capital Advisors first reported a position in ITUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q1 2026. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Transcend Capital Advisors held 38,741 shares of Itaú Unibanco worth $317K as of Q2 2026.
  • Transcend Capital Advisors bought 793 Itaú Unibanco shares in Q2 2026, an estimated $6.57K.
  • Itaú Unibanco made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #605 holding.
  • Transcend Capital Advisors first reported a position in Itaú Unibanco in Q3 2025 and has held it in 4 quarters since.
  • Transcend Capital Advisors's Itaú Unibanco position peaked at $318K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.