Y-Intercept (HK)’s Itaú Unibanco ITUB Stock Holding History

Y-Intercept (HK)’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	-1,942,258	Closed	-$13.9M	–	1799
2025 Q4	$13.9M	Buy	+1,942,258	New	+$13.8M	0.31%	36
2025 Q3	–	Sell	-58,370	Closed	-$385K	–	1794
2025 Q2	$385K	Buy	+58,370	New	+$356K	0.01%	1287
2024 Q3	–	Sell	-129,909	Closed	-$670K	–	1555
2024 Q2	$670K	Buy	+129,909	New	+$711K	0.04%	688
2023 Q3	–	Sell	-22,330	Closed	-$116K	–	1313
2023 Q2	$116K	Buy	+22,330	New	+$106K	0.01%	1053
2021 Q3	–	Sell	-159,984	Closed	-$700K	–	773
2021 Q2	$700K	Buy	+159,984	New	+$645K	0.18%	182
2021 Q1	–	Sell	-70,766	Closed	-$316K	–	698
2020 Q4	$316K	Buy	+70,766	New	+$265K	0.13%	295

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Y-Intercept (HK)'s ITUB Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 1,942,258 shares — an estimated $13.9M sold.

Y-Intercept (HK) first reported a position in ITUB in Q4 2020 and held it in 6 quarters. The position peaked at $13.9M in Q4 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

Y-Intercept (HK) reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 1,942,258 Itaú Unibanco shares in Q1 2026, an estimated $13.9M.
Y-Intercept (HK) first reported a position in Itaú Unibanco in Q4 2020 and held it in 6 quarters.
Y-Intercept (HK)'s Itaú Unibanco position peaked at $13.9M in Q4 2025.
389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.