Action Point Financial Planning’s Spire SR Stock Holding History

Action Point Financial Planning’s Portfolio SR Stock Details SR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59K	Buy	+50	New	+$4.3K	﹤0.01%	1970

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Action Point Financial Planning's SR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Spire (SR) in Q2 2026: 50 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #1970 among its holdings.

395 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Action Point Financial Planning held 50 shares of Spire worth $3.59K as of Q2 2026.
Spire was a new Action Point Financial Planning position in Q2 2026.
Spire made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1970 holding.
395 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.