AR
SR icon

Advisory Research’s Spire SR Stock Holding History

Advisory Research’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 		$1.49M Buy
19,063
+111
+0.6% +$9.54K 0.15% 99
2026
Q1 		$1.72M Buy
18,952
+12,655
+201% +$1.11M 0.21% 79
2025
Q4 		$521K Buy
6,297
+334
+6% +$28.5K 0.07% 133
2025
Q3 		$486K Buy
5,963
+239
+4% +$18.2K 0.06% 131
2025
Q2 		$418K Buy
5,724
+415
+8% +$31.1K 0.06% 128
2025
Q1 		$415K Buy
5,309
+15
+0.3% +$1.1K 0.07% 137
2024
Q4 		$359K Buy
5,294
+29
+0.6% +$1.94K 0.06% 140
2024
Q3 		$354K Sell
5,265
-169
-3% -$11K 0.06% 140
2024
Q2 		$330K Buy
5,434
+354
+7% +$21.4K 0.06% 144
2024
Q1 		$312K Sell
5,080
-25
-0.5% -$1.5K 0.06% 140
2023
Q4 		$318K Sell
5,105
-525
-9% -$31.3K 0.05% 285
2023
Q3 		$319K Sell
5,630
-228
-4% -$13.8K 0.04% 363
2023
Q2 		$372K Buy
5,858
+239
+4% +$16K 0.05% 346
2023
Q1 		$394K Sell
5,619
-90
-2% -$6.38K 0.06% 268
2022
Q4 		$393K Sell
5,709
-5
-0.1% -$340 0.04% 273
2022
Q3 		$356K Buy
5,714
+27
+0.5% +$1.93K 0.03% 271
2022
Q2 		$423K Buy
+5,687
New +$428K 0.04% 246

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
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

Advisory Research's SR Position: Q2 2026 in Review

Advisory Research increased its Spire (SR) stake by 0.59% in Q2 2026, buying an estimated $9.54K and bringing the position to 19,063 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #99.

Advisory Research first reported a position in SR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Advisory Research held 19,063 shares of Spire worth $1.49M as of Q2 2026.
  • Advisory Research bought 111 Spire shares in Q2 2026, an estimated $9.54K.
  • Spire made up 0.15% of Advisory Research's portfolio in Q2 2026, its #99 holding.
  • Advisory Research first reported a position in Spire in Q2 2022 and has held it in 17 quarters since.
  • Advisory Research's Spire position peaked at $1.72M in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.