Root Financial Partners
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Root Financial Partners’s Itron ITRI Stock Holding History

Root Financial Partners’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
Q3 		$19.7K Buy
+228
New +$21.3K ﹤0.01% 1562
2026
Q2 		– Sell
-83
Closed -$7.44K – 1803
2026
Q1 		$7.44K Sell
83
-2
-2% -$192 ﹤0.01% 1797
2025
Q4 		$7.89K Sell
85
-15
-15% -$1.63K ﹤0.01% 1601
2025
Q3 		$12.5K Buy
+100
New +$12.7K ﹤0.01% 1360

Other funds holding ITRI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's ITRI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Itron (ITRI) in Q3 2026: 228 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ITRI as recently as Q1 2026.

Root Financial Partners first reported a position in ITRI in Q3 2025 and has held it in 4 quarters since. 336 funds tracked by Wall St. Rank hold ITRI as of Q3 2026.

  • Root Financial Partners held 228 shares of Itron worth $19.7K as of Q3 2026.
  • Itron was a new Root Financial Partners position in Q3 2026.
  • Itron made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1562 holding.
  • Root Financial Partners first reported a position in Itron in Q3 2025 and has held it in 4 quarters since.
  • 336 funds tracked by Wall St. Rank held Itron as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.