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Annis Gardner Whiting Capital Advisors’s Spire SR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-16
Closed -$1.45K – 1123
2026
Q1 		$1.45K Hold
16
– – ﹤0.01% 1094
2025
Q4 		$1.32K Buy
+16
New +$1.36K ﹤0.01% 1012

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's SR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Spire (SR) in Q2 2026, closing a stake of 16 shares — an estimated $1.45K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SR in Q4 2025 and held it in 2 quarters. The position peaked at $1.45K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 16 Spire shares in Q2 2026, an estimated $1.45K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Spire in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Spire position peaked at $1.45K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.