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Sunbelt Securities’s Itron ITRI Stock Holding History

Sunbelt Securities’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 		$13.7K Buy
153
+53
+53% +$5.09K ﹤0.01% 1410
2025
Q4 		$9.29K Buy
100
+93
+1,329% +$10.1K ﹤0.01% 1460
2025
Q3 		$872 Buy
+7
New +$890 ﹤0.01% 2090
2023
Q2 		– Sell
-1,340
Closed -$72.7K – 1728
2023
Q1 		$72.7K Buy
+1,340
New +$74K 0.01% 660

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

Sunbelt Securities's ITRI Position: Q1 2026 in Review

Sunbelt Securities increased its Itron (ITRI) stake by 53% in Q1 2026, buying an estimated $5.09K and bringing the position to 153 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Sunbelt Securities first reported a position in ITRI in Q1 2023 and has held it in 4 quarters since. The position peaked at $72.7K in Q1 2023. 431 funds tracked by Wall St. Rank hold ITRI as of Q1 2026.

  • Sunbelt Securities held 153 shares of Itron worth $13.7K as of Q1 2026.
  • Sunbelt Securities bought 53 Itron shares in Q1 2026, an estimated $5.09K.
  • Itron made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1410 holding.
  • Sunbelt Securities first reported a position in Itron in Q1 2023 and has held it in 4 quarters since.
  • Sunbelt Securities's Itron position peaked at $72.7K in Q1 2023.
  • 431 funds tracked by Wall St. Rank held Itron as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.