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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LTM
Lotus Technology Management Orlando, Florida $27M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coastal Bridge Advisors's CITR Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its CitroTech Inc (CITR) stake by 19% in Q1 2026, selling an estimated $19.4K and leaving 10,831 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #441.

Coastal Bridge Advisors first reported a position in CITR in Q4 2025 and has held it in 2 quarters since. The position peaked at $108K in Q4 2025. 20 funds tracked by Wall St. Rank hold CITR as of Q1 2026.

  • Coastal Bridge Advisors held 10,831 shares of CitroTech Inc worth $93.5K as of Q1 2026.
  • Coastal Bridge Advisors sold 2,500 CitroTech Inc shares in Q1 2026, an estimated $19.4K.
  • CitroTech Inc made up 0.01% of Coastal Bridge Advisors's portfolio in Q1 2026, its #441 holding.
  • Coastal Bridge Advisors first reported a position in CitroTech Inc in Q4 2025 and has held it in 2 quarters since.
  • Coastal Bridge Advisors's CitroTech Inc position peaked at $108K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held CitroTech Inc as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.