ZEP
ITUB icon

Zeno Equity Partners’s Itaú Unibanco ITUB Stock Holding History

Zeno Equity Partners’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 		$17.8M Sell
2,183,366
-53,600
-2% -$444K 6.63% 9
2026
Q1 		$18.7M Buy
+2,236,966
New +$18.7M 7.61% 7
2025
Q3 		– Sell
-572,909
Closed -$3.8M – 11
2025
Q2 		$3.8M Buy
+572,909
New +$3.49M 1.64% 10

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zeno Equity Partners's ITUB Position: Q2 2026 in Review

Zeno Equity Partners reduced its Itaú Unibanco (ITUB) stake by 2.4% in Q2 2026, selling an estimated $444K and leaving 2,183,366 shares worth $17.8M. The position accounts for 6.63% of the portfolio, ranked #9.

Zeno Equity Partners first reported a position in ITUB in Q2 2025 and has held it in 3 quarters since. The position peaked at $18.7M in Q1 2026. 373 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

  • Zeno Equity Partners held 2,183,366 shares of Itaú Unibanco worth $17.8M as of Q2 2026.
  • Zeno Equity Partners sold 53,600 Itaú Unibanco shares in Q2 2026, an estimated $444K.
  • Itaú Unibanco made up 6.63% of Zeno Equity Partners's portfolio in Q2 2026, its #9 holding.
  • Zeno Equity Partners first reported a position in Itaú Unibanco in Q2 2025 and has held it in 3 quarters since.
  • Zeno Equity Partners's Itaú Unibanco position peaked at $18.7M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Zeno Equity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.