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Transamerica Financial Advisors’s Itron ITRI Stock Holding History

Transamerica Financial Advisors’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 		$19.7K Sell
228
-27
-11% -$2.31K ﹤0.01% 878
2026
Q1 		$22.9K Buy
255
+68
+36% +$6.53K ﹤0.01% 781
2025
Q4 		$17.4K Sell
187
-81
-30% -$8.82K ﹤0.01% 745
2025
Q3 		$33.4K Buy
+268
New +$34.1K ﹤0.01% 529

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Transamerica Financial Advisors's ITRI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Itron (ITRI) stake by 11% in Q2 2026, selling an estimated $2.31K and leaving 228 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Transamerica Financial Advisors first reported a position in ITRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.4K in Q3 2025. 412 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

  • Transamerica Financial Advisors held 228 shares of Itron worth $19.7K as of Q2 2026.
  • Transamerica Financial Advisors sold 27 Itron shares in Q2 2026, an estimated $2.31K.
  • Itron made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #878 holding.
  • Transamerica Financial Advisors first reported a position in Itron in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Itron position peaked at $33.4K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.