West Family Investments’s Itaú Unibanco ITUB Stock Holding History

West Family Investments’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	-17,760	Closed	-$127K	–	315
2025 Q4	$127K	Sell	17,760 -2	-0%	-$14	0.03%	343
2025 Q3	$127K	Hold	17,762	–	–	0.03%	368
2025 Q2	$117K	Buy	+17,762	New	+$108K	0.03%	353
2025 Q1	–	Sell	-29,228	Closed	-$128K	–	299
2024 Q4	$128K	Buy	+29,228	New	+$150K	0.04%	273

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Family Investments's ITUB Position: Q1 2026 in Review

West Family Investments sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 17,760 shares — an estimated $127K sold.

West Family Investments first reported a position in ITUB in Q4 2024 and held it in 4 quarters. The position peaked at $128K in Q4 2024. 388 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

West Family Investments reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 17,760 Itaú Unibanco shares in Q1 2026, an estimated $127K.
West Family Investments first reported a position in Itaú Unibanco in Q4 2024 and held it in 4 quarters.
West Family Investments's Itaú Unibanco position peaked at $128K in Q4 2024.
388 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.