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Personal CFO Solutions’s Itron ITRI Stock Holding History

Personal CFO Solutions’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 		$237K Buy
2,744
+17
+0.6% +$1.45K 0.03% 473
2026
Q1 		$244K Buy
2,727
+208
+8% +$20K 0.03% 450
2025
Q4 		$234K Buy
2,519
+419
+20% +$45.6K 0.04% 455
2025
Q3 		$262K Buy
+2,100
New +$267K 0.05% 393

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 $3.37T AUM 44.26% 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 44.19% 1-Year Est. Return

Personal CFO Solutions's ITRI Position: Q2 2026 in Review

Personal CFO Solutions increased its Itron (ITRI) stake by 0.62% in Q2 2026, buying an estimated $1.45K and bringing the position to 2,744 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #473.

Personal CFO Solutions first reported a position in ITRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q3 2025. 414 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Personal CFO Solutions held 2,744 shares of Itron worth $237K as of Q2 2026.
  • Personal CFO Solutions bought 17 Itron shares in Q2 2026, an estimated $1.45K.
  • Itron made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #473 holding.
  • Personal CFO Solutions first reported a position in Itron in Q3 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Itron position peaked at $262K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.