KF
ITRI icon

Krilogy Financial’s Itron ITRI Stock Holding History

Krilogy Financial’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
Q3 		$229K Buy
+2,676
New +$250K 0.01% 975

Other funds holding ITRI

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Krilogy Financial's ITRI Position: Q3 2026 in Review

Krilogy Financial opened a new position in Itron (ITRI) in Q3 2026: 2,676 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #975 among its holdings.

16 funds tracked by Wall St. Rank hold ITRI as of Q3 2026.

  • Krilogy Financial held 2,676 shares of Itron worth $229K as of Q3 2026.
  • Itron was a new Krilogy Financial position in Q3 2026.
  • Itron made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #975 holding.
  • 16 funds tracked by Wall St. Rank held Itron as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.