TF
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Tompkins Financial’s Itron ITRI Stock Holding History

Tompkins 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
2026
Q2 		$23.8K Hold
275
– – ﹤0.01% 397
2026
Q1 		$24.6K Hold
275
– – ﹤0.01% 373
2025
Q4 		$25.5K Sell
275
-75
-21% -$8.17K ﹤0.01% 355
2025
Q3 		$43.6K Hold
350
– – ﹤0.01% 334
2025
Q2 		$46.1K Hold
350
– – ﹤0.01% 321
2025
Q1 		$36.7K Hold
350
– – ﹤0.01% 352
2024
Q4 		$38K Hold
350
– – ﹤0.01% 345
2024
Q3 		$37.4K Hold
350
– – ﹤0.01% 365
2024
Q2 		$34.6K Hold
350
– – ﹤0.01% 384
2024
Q1 		$32.4K Sell
350
-50
-13% -$4.03K ﹤0.01% 394
2023
Q4 		$30.2K Hold
400
– – ﹤0.01% 386
2023
Q3 		$24.2K Hold
400
– – ﹤0.01% 390
2023
Q2 		$28.8K Hold
400
– – ﹤0.01% 384
2023
Q1 		$22.2K Hold
400
– – ﹤0.01% 410
2022
Q4 		$20K Buy
400
+100
+33% +$4.94K ﹤0.01% 414
2022
Q3 		$13K Hold
300
– – ﹤0.01% 456
2022
Q2 		$15K Hold
300
– – ﹤0.01% 434
2022
Q1 		$16K Buy
+300
New +$16.8K ﹤0.01% 451
2014
Q4 		– Sell
-170
Closed -$7K – 480
2014
Q3 		$7K Hold
170
– – ﹤0.01% 400
2014
Q2 		$7K Hold
170
– – ﹤0.01% 417
2014
Q1 		$6K Buy
170
+73
+75% +$2.76K ﹤0.01% 423
2013
Q4 		$4K Buy
+97
New +$4.12K ﹤0.01% 473

Other funds holding ITRI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WFG
Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return