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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal CFO Solutions's ITRI Position: Q1 2026 in Review

Personal CFO Solutions increased its Itron (ITRI) stake by 8.3% in Q1 2026, buying an estimated $20K and bringing the position to 2,727 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #450.

Personal CFO Solutions first reported a position in ITRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q3 2025. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Personal CFO Solutions held 2,727 shares of Itron worth $244K as of Q1 2026.
  • Personal CFO Solutions bought 208 Itron shares in Q1 2026, an estimated $20K.
  • Itron made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #450 holding.
  • Personal CFO Solutions first reported a position in Itron in Q3 2025 and has held it in 3 quarters since.
  • Personal CFO Solutions's Itron position peaked at $262K in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.