BPI
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BFC Planning, Inc.’s Itron ITRI Stock Holding History

BFC Planning, Inc.’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
2026
Q2 		$11.1K Buy
128
+70
+121% +$5.98K ﹤0.01% 2313
2026
Q1 		$5.2K Buy
58
+27
+87% +$2.59K ﹤0.01% 2296
2025
Q4 		$2.88K Buy
31
+1
+3% +$109 ﹤0.01% 2526
2025
Q3 		$3.74K Buy
30
+21
+233% +$2.67K ﹤0.01% 2289
2025
Q2 		$1.18K Hold
9
– – ﹤0.01% 2418
2025
Q1 		$943 Buy
+9
New +$943 ﹤0.01% 2456

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.26% 1-Year Est. Return

BFC Planning, Inc.'s ITRI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Itron (ITRI) stake by 121% in Q2 2026, buying an estimated $5.98K and bringing the position to 128 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

BFC Planning, Inc. first reported a position in ITRI in Q1 2025 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • BFC Planning, Inc. held 128 shares of Itron worth $11.1K as of Q2 2026.
  • BFC Planning, Inc. bought 70 Itron shares in Q2 2026, an estimated $5.98K.
  • Itron made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2313 holding.
  • BFC Planning, Inc. first reported a position in Itron in Q1 2025 and has held it in 6 quarters since.
  • 415 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.