SWM
CTRA

Sendero Wealth Management’s Coterra Energy CTRA Stock Holding History

Sendero Wealth Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,702
Closed -$200K – 215
2026
Q1 		$200K Buy
+5,702
New +$171K 0.02% 204

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Sendero Wealth Management's CTRA Position: Q2 2026 in Review

Sendero Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 5,702 shares — an estimated $200K sold.

Sendero Wealth Management first reported a position in CTRA in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Sendero Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 5,702 Coterra Energy shares in Q2 2026, an estimated $200K.
  • Sendero Wealth Management first reported a position in Coterra Energy in Q1 2026 and held it in 1 quarter.
  • Sendero Wealth Management's Coterra Energy position peaked at $200K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.