UCFA
ITUB icon

United Capital Financial Advisors’s Itaú Unibanco ITUB Stock Holding History

United Capital Financial 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 		$184K Sell
22,463
-5,685
-20% -$47.1K ﹤0.01% 1562
2026
Q1 		$236K Buy
28,148
+5,505
+24% +$46.1K ﹤0.01% 1480
2025
Q4 		$162K Buy
22,643
+937
+4% +$6.67K ﹤0.01% 1336
2025
Q3 		$155K Buy
21,706
+13
+0.1% +$86 ﹤0.01% 1180
2025
Q2 		$143K Sell
21,693
-301
-1% -$1.83K ﹤0.01% 1072
2025
Q1 		$117K Sell
21,994
-1,873
-8% -$9.43K ﹤0.01% 1040
2024
Q4 		$104K Sell
23,867
-777
-3% -$4K ﹤0.01% 1045
2024
Q3 		$145K Buy
24,644
+519
+2% +$2.92K ﹤0.01% 1026
2024
Q2 		$124K Sell
24,125
-707
-3% -$3.87K ﹤0.01% 997
2024
Q1 		$152K Sell
24,832
-862
-3% -$5.19K ﹤0.01% 1038
2023
Q4 		$158K Buy
+25,694
New +$136K ﹤0.01% 1017
2020
Q1 		– Sell
-26,336
Closed -$175K – 1284
2019
Q4 		$175K Buy
+26,336
New +$165K ﹤0.01% 1301
2019
Q3 		– Sell
-35,418
Closed -$242K – 1398
2019
Q2 		$242K Buy
35,418
+9,072
+34% +$57.1K ﹤0.01% 1297
2019
Q1 		$169K Buy
26,346
+39
+0.1% +$276 ﹤0.01% 1289
2018
Q4 		$175K Buy
26,307
+3,356
+15% +$21.6K ﹤0.01% 1210
2018
Q3 		$122K Sell
22,951
-470
-2% -$2.53K ﹤0.01% 1286
2018
Q2 		$118K Sell
23,421
-9,783
-29% -$60.8K ﹤0.01% 1267
2018
Q1 		$251K Sell
33,204
-1,268
-4% -$9.49K ﹤0.01% 1154
2017
Q4 		$217K Sell
34,472
-5,488
-14% -$35K ﹤0.01% 1215
2017
Q3 		$266K Sell
39,960
-1,278
-3% -$7.81K ﹤0.01% 1152
2017
Q2 		$221K Buy
41,238
+3,113
+8% +$17.5K ﹤0.01% 1173
2017
Q1 		$223K Buy
38,125
+3,733
+11% +$22.1K ﹤0.01% 1155
2016
Q4 		$172K Buy
34,392
+5,550
+19% +$28.4K ﹤0.01% 1201
2016
Q3 		$139K Buy
28,842
+816
+3% +$3.86K ﹤0.01% 1218
2016
Q2 		$111K Sell
28,026
-18,864
-40% -$72.7K ﹤0.01% 1215
2016
Q1 		$178K Sell
46,890
-89,942
-66% -$274K ﹤0.01% 1141
2015
Q4 		$393K Sell
136,832
-28,837
-17% -$91.6K ﹤0.01% 945
2015
Q3 		$484K Buy
165,669
+18,245
+12% +$64.8K 0.01% 906
2015
Q2 		$588K Sell
147,424
-1,332
-0.9% -$6.26K 0.01% 857
2015
Q1 		$765K Sell
148,756
-138,590
-48% -$676K 0.01% 787
2014
Q4 		$1.5M Buy
287,346
+156,976
+120% +$883K 0.02% 541
2014
Q3 		$725K Sell
130,370
-9,721
-7% -$62K 0.01% 693
2014
Q2 		$808K Sell
140,091
-21,936
-14% -$129K 0.02% 598
2014
Q1 		$877K Buy
+162,027
New +$773K 0.02% 508
2013
Q4 		– Sell
-79,226
Closed -$408K – 704
2013
Q3 		$408K Sell
79,226
-6,270
-7% -$29.4K 0.01% 491
2013
Q2 		$403K Buy
+85,496
New +$466K 0.01% 544

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

United Capital Financial Advisors's ITUB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Itaú Unibanco (ITUB) stake by 20% in Q2 2026, selling an estimated $47.1K and leaving 22,463 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

United Capital Financial Advisors first reported a position in ITUB in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.5M in Q4 2014. 392 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • United Capital Financial Advisors held 22,463 shares of Itaú Unibanco worth $184K as of Q2 2026.
  • United Capital Financial Advisors sold 5,685 Itaú Unibanco shares in Q2 2026, an estimated $47.1K.
  • Itaú Unibanco made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1562 holding.
  • United Capital Financial Advisors first reported a position in Itaú Unibanco in Q2 2013 and has held it in 36 quarters since.
  • United Capital Financial Advisors's Itaú Unibanco position peaked at $1.5M in Q4 2014.
  • 392 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.