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Allworth Financial’s Spire SR Stock Holding History

Allworth Financial’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 		$9.53K Sell
122
-167
-58% -$14.3K ﹤0.01% 3737
2026
Q1 		$26.2K Buy
289
+123
+74% +$10.8K ﹤0.01% 2800
2025
Q4 		$13.7K Buy
166
+27
+19% +$2.3K ﹤0.01% 3048
2025
Q3 		$11.3K Buy
139
+62
+81% +$4.72K ﹤0.01% 3066
2025
Q2 		$5.62K Sell
77
-18
-19% -$1.35K ﹤0.01% 3201
2025
Q1 		$7.41K Buy
95
+48
+102% +$3.51K ﹤0.01% 2563
2024
Q4 		$3.27K Buy
47
+7
+18% +$469 ﹤0.01% 2955
2024
Q3 		$2.69K Hold
40
– – ﹤0.01% 2835
2024
Q2 		$2.62K Buy
40
+5
+14% +$302 ﹤0.01% 2797
2024
Q1 		$2.15K Hold
35
– – ﹤0.01% 2779
2023
Q4 		$2.18K Sell
35
-222
-86% -$13.2K ﹤0.01% 2643
2023
Q3 		$14.5K Buy
257
+251
+4,183% +$15.2K ﹤0.01% 1710
2023
Q2 		$381 Sell
6
-3
-33% -$201 ﹤0.01% 2948
2023
Q1 		$632 Hold
9
– – ﹤0.01% 2797
2022
Q4 		$620 Buy
+9
New +$612 ﹤0.01% 2579

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

Allworth Financial's SR Position: Q2 2026 in Review

Allworth Financial reduced its Spire (SR) stake by 58% in Q2 2026, selling an estimated $14.3K and leaving 122 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Allworth Financial first reported a position in SR in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.2K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Allworth Financial held 122 shares of Spire worth $9.53K as of Q2 2026.
  • Allworth Financial sold 167 Spire shares in Q2 2026, an estimated $14.3K.
  • Spire made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3737 holding.
  • Allworth Financial first reported a position in Spire in Q4 2022 and has held it in 15 quarters since.
  • Allworth Financial's Spire position peaked at $26.2K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.