UB
ITUB icon

UMB Bank’s Itaú Unibanco ITUB Stock Holding History

UMB Bank’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 		$14.6K Sell
1,739
-2
-0.1% -$17 ﹤0.01% 1708
2025
Q4 		$12.5K Buy
1,741
+1,401
+412% +$9.96K ﹤0.01% 1725
2025
Q3 		$2.42K Hold
340
– – ﹤0.01% 2024
2025
Q2 		$2.24K Buy
+340
New +$2.07K ﹤0.01% 1987
2024
Q2 		– Sell
-246
Closed -$1.5K – 2181
2024
Q1 		$1.5K Hold
246
– – ﹤0.01% 1621
2023
Q4 		$1.51K Hold
246
– – ﹤0.01% 1509
2023
Q3 		$1.17K Hold
246
– – ﹤0.01% 1582
2023
Q2 		$1.28K Hold
246
– – ﹤0.01% 1565
2023
Q1 		$1.06K Hold
246
– – ﹤0.01% 1596
2022
Q4 		$1K Sell
246
-3,429
-93% -$15.6K ﹤0.01% 1630
2022
Q3 		$17K Sell
3,675
-6,477
-64% -$27.6K ﹤0.01% 1150
2022
Q2 		$38K Hold
10,152
– – ﹤0.01% 984
2022
Q1 		$52K Hold
10,152
– – ﹤0.01% 961
2021
Q4 		$33K Buy
+10,152
New +$36.6K ﹤0.01% 1116

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