Jones Financial Companies
CITR

Jones Financial Companies’s CitroTech Inc CITR Stock Holding History

Jones Financial Companies’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 		$10K Hold
1,800
– – ﹤0.01% 3786
2026
Q1 		$16.7K Buy
+1,800
New +$14K ﹤0.01% 3362

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 $93.6M 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

Jones Financial Companies's CITR Position: Q2 2026 in Review

Jones Financial Companies held its CitroTech Inc (CITR) position steady in Q2 2026 at 1,800 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3786.

Jones Financial Companies first reported a position in CITR in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.7K in Q1 2026. 25 funds tracked by Wall St. Rank hold CITR as of Q2 2026.

  • Jones Financial Companies held 1,800 shares of CitroTech Inc worth $10K as of Q2 2026.
  • Jones Financial Companies left its CitroTech Inc share count unchanged in Q2 2026.
  • CitroTech Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3786 holding.
  • Jones Financial Companies first reported a position in CitroTech Inc in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's CitroTech Inc position peaked at $16.7K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held CitroTech Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.