LPL Financial
CITR

LPL Financial’s CitroTech Inc CITR Stock Holding History

LPL Financial’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 		$83.9K Buy
15,199
+5,000
+49% +$35.4K ﹤0.01% 5942
2026
Q1 		$88K Buy
+10,199
New +$79.3K ﹤0.01% 5697

Other funds holding CITR

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

LPL Financial's CITR Position: Q2 2026 in Review

LPL Financial increased its CitroTech Inc (CITR) stake by 49% in Q2 2026, buying an estimated $35.4K and bringing the position to 15,199 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5942.

LPL Financial first reported a position in CITR in Q1 2026 and has held it in 2 quarters since. The position peaked at $88K in Q1 2026. 10 funds tracked by Wall St. Rank hold CITR as of Q2 2026.

  • LPL Financial held 15,199 shares of CitroTech Inc worth $83.9K as of Q2 2026.
  • LPL Financial bought 5,000 CitroTech Inc shares in Q2 2026, an estimated $35.4K.
  • CitroTech Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5942 holding.
  • LPL Financial first reported a position in CitroTech Inc in Q1 2026 and has held it in 2 quarters since.
  • LPL Financial's CitroTech Inc position peaked at $88K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held CitroTech Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.