CBA
CITR

Coastal Bridge Advisors’s CitroTech Inc CITR Stock Holding History

Coastal Bridge Advisors’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 		$69K Buy
12,497
+1,666
+15% +$11.8K ﹤0.01% 461
2026
Q1 		$93.5K Sell
10,831
-2,500
-19% -$19.4K 0.01% 441
2025
Q4 		$108K Buy
+13,331
New +$105K 0.01% 449

Other funds holding CITR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
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

Coastal Bridge Advisors's CITR Position: Q2 2026 in Review

Coastal Bridge Advisors increased its CitroTech Inc (CITR) stake by 15% in Q2 2026, buying an estimated $11.8K and bringing the position to 12,497 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Coastal Bridge Advisors first reported a position in CITR in Q4 2025 and has held it in 3 quarters since. The position peaked at $108K in Q4 2025. 26 funds tracked by Wall St. Rank hold CITR as of Q2 2026.

  • Coastal Bridge Advisors held 12,497 shares of CitroTech Inc worth $69K as of Q2 2026.
  • Coastal Bridge Advisors bought 1,666 CitroTech Inc shares in Q2 2026, an estimated $11.8K.
  • CitroTech Inc made up ﹤0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #461 holding.
  • Coastal Bridge Advisors first reported a position in CitroTech Inc in Q4 2025 and has held it in 3 quarters since.
  • Coastal Bridge Advisors's CitroTech Inc position peaked at $108K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held CitroTech Inc as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.