CIBC Private Wealth Group’s Itron ITRI Stock Holding History

CIBC Private Wealth Group’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$350K	Sell	3,767 -484	-11%	-$52.7K	﹤0.01%	980
2025 Q3	$530K	Buy	4,251 +287	+7%	+$36.5K	﹤0.01%	847
2025 Q2	$522K	Sell	3,964 -446	-10%	-$50.5K	﹤0.01%	823
2025 Q1	$406K	Hold	4,410	–	–	﹤0.01%	865
2024 Q4	$471K	Buy	4,410 +4,273	+3,119%	+$477K	﹤0.01%	883
2024 Q3	$14.6K	Hold	137	–	–	﹤0.01%	2285
2024 Q2	$13.5K	Hold	137	–	–	﹤0.01%	2184
2024 Q1	$12.3K	Buy	+137	New	+$11K	﹤0.01%	2200
2018 Q3	–	Sell	-105	Closed	-$6K	–	1327
2018 Q2	$6K	Sell	105 -45	-30%	-$2.85K	﹤0.01%	1680
2018 Q1	$11K	Hold	150	–	–	﹤0.01%	1509
2017 Q4	$10K	Buy	+150	New	+$10.7K	﹤0.01%	1549

Other funds holding ITRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's ITRI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Itron (ITRI) stake by 11% in Q4 2025, selling an estimated $52.7K and leaving 3,767 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

CIBC Private Wealth Group first reported a position in ITRI in Q4 2017 and has held it in 11 quarters since. The position peaked at $530K in Q3 2025. 436 funds tracked by Wall St. Rank hold ITRI as of Q4 2025.

CIBC Private Wealth Group held 3,767 shares of Itron worth $350K as of Q4 2025.
CIBC Private Wealth Group sold 484 Itron shares in Q4 2025, an estimated $52.7K.
Itron made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #980 holding.
CIBC Private Wealth Group first reported a position in Itron in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Itron position peaked at $530K in Q3 2025.
436 funds tracked by Wall St. Rank held Itron as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.