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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
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

Phoenix Financial's ITRI Position: Q1 2026 in Review

Phoenix Financial opened a new position in Itron (ITRI) in Q1 2026: 3,489 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in ITRI as recently as Q2 2025.

Phoenix Financial first reported a position in ITRI in Q1 2020 and has held it in 20 quarters since. The position peaked at $573K in Q3 2020. 432 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Phoenix Financial held 3,489 shares of Itron worth $313K as of Q1 2026.
  • Itron was a new Phoenix Financial position in Q1 2026.
  • Itron made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #378 holding.
  • Phoenix Financial first reported a position in Itron in Q1 2020 and has held it in 20 quarters since.
  • Phoenix Financial's Itron position peaked at $573K in Q3 2020.
  • 432 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.