Cerity Partners
CITR

Cerity Partners’s CitroTech Inc CITR Stock Holding History

Cerity Partners’s Portfolio CITR Stock Details CITR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$559K Buy
+101,275
New +$717K ﹤0.01% 2357

Other funds holding CITR

Vanguard Capital Management
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LTM
Lotus Technology Management Orlando, Florida $81.5M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners's CITR Position: Q2 2026 in Review

Cerity Partners opened a new position in CitroTech Inc (CITR) in Q2 2026: 101,275 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #2357 among its holdings.

25 funds tracked by Wall St. Rank hold CITR as of Q2 2026.

  • Cerity Partners held 101,275 shares of CitroTech Inc worth $559K as of Q2 2026.
  • CitroTech Inc was a new Cerity Partners position in Q2 2026.
  • CitroTech Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2357 holding.
  • 25 funds tracked by Wall St. Rank held CitroTech Inc as of Q2 2026.

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