KFP
CITR

Kerr Financial Planning’s CitroTech Inc CITR Stock Holding History

Kerr Financial Planning’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 		$1.19K Hold
216
– – ﹤0.01% 479
2026
Q1 		$1.39K Buy
+216
New +$1.68K ﹤0.01% 464
2025
Q4 		– Sell
-216
Closed -$1.76K – 572
2025
Q3 		$1.76K Buy
+216
New +$1.76K ﹤0.01% 492

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

Kerr Financial Planning's CITR Position: Q2 2026 in Review

Kerr Financial Planning held its CitroTech Inc (CITR) position steady in Q2 2026 at 216 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Kerr Financial Planning first reported a position in CITR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.76K in Q3 2025. 26 funds tracked by Wall St. Rank hold CITR as of Q2 2026.

  • Kerr Financial Planning held 216 shares of CitroTech Inc worth $1.19K as of Q2 2026.
  • Kerr Financial Planning left its CitroTech Inc share count unchanged in Q2 2026.
  • CitroTech Inc made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #479 holding.
  • Kerr Financial Planning first reported a position in CitroTech Inc in Q3 2025 and has held it in 3 quarters since.
  • Kerr Financial Planning's CitroTech Inc position peaked at $1.76K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held CitroTech Inc as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.