ITAÚ PHOENIX AÇÕES
Ações Livre · CNPJ 09.094.073/0001-64 · benchmark Ibovespa
Portfolio as of June 2026
AUM
R$138.5M
In stocks
R$103.9M
Stocks
28
YTD
▲ 27.9%
12 months
▲ 41.3%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
Disclosed so far
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Hatched months still have confidential positions.
Portfolio
Changes vs. May 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 ITSA4 | Itausa SA | 7.7% | R$8.0M | Held | ▲ 18.1% | Finance |
 VALE3 | Vale S.A. | 7.7% | R$8.0M | Held | ▼ 16.0% | Non-Energy Minerals |
 ENEV3 | Eneva S.A. | 7.4% | R$7.7M | AddedR$1.8M | ▲ 19.8% | Utilities |
 PETR4 | Petroleo Brasileiro SA | 6.7% | R$6.9M | Trimmed−R$533.0K | ▲ 54.0% | Energy Minerals |
 RENT3 | Localiza Rent A Car SA | 6.5% | R$6.8M | Held | ▲ 27.3% | Finance |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 6.5% | R$6.8M | AddedR$2.4M | ▲ 9.8% | Utilities |
 EQTL3 | Equatorial S.A. | 5.9% | R$6.1M | AddedR$2.1M | ▲ 27.3% | Utilities |
 ITUB4 | Itau Unibanco Holding SA | 5.6% | R$5.8M | AddedR$1.6M | ▲ 15.7% | Finance |
 CURY3 | Cury Construtora e Incorporadora SA | 5.4% | R$5.7M | AddedR$1.2M | ▼ 6.6% | Finance |
 BBDC4 | Banco Bradesco SA | 4.6% | R$4.8M | Held | ▲ 14.3% | Finance |
 TEND3 | Construtora Tenda SA | 4.4% | R$4.6M | Trimmed−R$500.7K | ▼ 21.8% | Finance |
 AXIA3 | AXIA Energia SA | 3.8% | R$4.0M | Trimmed−R$338.8K | ▲ 9.0% | Utilities |
 SUZB3 | Suzano S.A. | 3.4% | R$3.6M | AddedR$369.7K | ▲ 6.7% | Process Industries |
 ALOS3 | Allos S.A. | 3.1% | R$3.3M | AddedR$1.1M | ▲ 27.2% | Finance |
 AXIA7 | AXIA Energia SA | 3.0% | R$3.2M | Trimmed−R$942.0K | ▲ 12.2% | Utilities |
 SAUD3 | Bradsaude SA | 2.5% | R$2.6M | Trimmed−R$151.0K | ▲ 9.0% | Health Services |
 VBBR3 | Vibra Energia SA | 2.1% | R$2.2M | Trimmed−R$2.4M | ▲ 22.7% | Retail Trade |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 1.8% | R$1.9M | AddedR$728.0K | ▲ 63.2% | Finance |
 RADL3 | Raia Drogasil S.A. | 1.8% | R$1.9M | Trimmed−R$181.5K | ▲ 28.6% | Retail Trade |
 LREN3 | Lojas Renner S.A. | 1.6% | R$1.7M | AddedR$261.3K | ▲ 1.2% | Retail Trade |
 CPLE3 | Companhia Paranaense de Energia | 1.6% | R$1.7M | Trimmed−R$2.8M | ▲ 17.5% | Utilities |
 MDNE3 | Moura Dubeux Engenharia SA | 1.4% | R$1.5M | Held | ▲ 4.6% | Finance |
 EMBJ3 | Embraer S.A. | 1.4% | R$1.4M | New | ▲ 11.0% | Electronic Technology |
 HYPE3 | Hypera S.A. | 1.2% | R$1.3M | Trimmed−R$738.8K | ▲ 30.9% | Health Technology |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 1.2% | R$1.2M | New | ▲ 49.5% | Finance |
 RDOR3 | Rede D'Or Sao Luiz SA | 0.9% | R$958.0K | Held | ▲ 27.0% | Health Services |
 BBDC3 | Banco Bradesco SA | 0.3% | R$354.8K | Trimmed−R$9.5K | ▲ 15.6% | Finance |
 ITUB3 | Itau Unibanco Holding S.A. | 0.2% | R$239.1K | Trimmed−R$22.1K | ▲ 19.3% | Finance |
Exited this month
