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Waverly Advisors’s Itaú Unibanco ITUB Stock Holding History

Waverly 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 		$120K Buy
14,652
+582
+4% +$4.82K ﹤0.01% 1674
2026
Q1 		$118K Sell
14,070
-47
-0.3% -$393 ﹤0.01% 1525
2025
Q4 		$101K Buy
14,117
+279
+2% +$1.98K ﹤0.01% 1424
2025
Q3 		$98.6K Hold
13,838
– – ﹤0.01% 1255
2025
Q2 		$91.2K Sell
13,838
-1,463
-10% -$8.92K ﹤0.01% 1168
2025
Q1 		$81.7K Hold
15,301
– – ﹤0.01% 1094
2024
Q4 		$67K Buy
+15,301
New +$78.7K ﹤0.01% 974

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

Waverly Advisors's ITUB Position: Q2 2026 in Review

Waverly Advisors increased its Itaú Unibanco (ITUB) stake by 4.1% in Q2 2026, buying an estimated $4.82K and bringing the position to 14,652 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Waverly Advisors first reported a position in ITUB in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Waverly Advisors held 14,652 shares of Itaú Unibanco worth $120K as of Q2 2026.
  • Waverly Advisors bought 582 Itaú Unibanco shares in Q2 2026, an estimated $4.82K.
  • Itaú Unibanco made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1674 holding.
  • Waverly Advisors first reported a position in Itaú Unibanco in Q4 2024 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.