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Turning Point Benefit Group’s Itaú Unibanco ITUB Stock Holding History

Turning Point Benefit 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
-80
Closed -$575 – 446
2025
Q4 		$575 Hold
80
– – ﹤0.01% 622
2025
Q3 		$560 Buy
+80
New +$528 ﹤0.01% 472

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 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
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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Turning Point Benefit Group's ITUB Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 80 shares — an estimated $575 sold.

Turning Point Benefit Group first reported a position in ITUB in Q3 2025 and held it in 2 quarters. The position peaked at $575 in Q4 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 80 Itaú Unibanco shares in Q1 2026, an estimated $575.
  • Turning Point Benefit Group first reported a position in Itaú Unibanco in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Itaú Unibanco position peaked at $575 in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.