Phoenix Financial’s Itron ITRI Stock Holding History

Phoenix 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
2023 Q2	–	Sell	-4,766	Closed	-$256K	–	343
2023 Q1	$256K	Buy	+4,766	New	+$263K	0.01%	253

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Phoenix Financial's ITRI Position: Q2 2026 in Review

Phoenix Financial sold out of Itron (ITRI) in Q2 2026, closing a stake of 3,489 shares — an estimated $313K sold.

Phoenix Financial first reported a position in ITRI in Q1 2020 and held it in 20 quarters. The position peaked at $573K in Q3 2020. 413 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

Phoenix Financial reported no remaining Itron position as of Q2 2026 after selling out during the quarter.
Phoenix Financial sold 3,489 Itron shares in Q2 2026, an estimated $313K.
Phoenix Financial first reported a position in Itron in Q1 2020 and held it in 20 quarters.
Phoenix Financial's Itron position peaked at $573K in Q3 2020.
413 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.