Bailard’s Spire SR Stock Holding History

Bailard’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 Q3	$388K	Buy	+5,100	New	+$413K	0.01%	549

Other funds holding SR

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Bailard's SR Position: Q3 2026 in Review

Bailard opened a new position in Spire (SR) in Q3 2026: 5,100 shares worth $388K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings.

43 funds tracked by Wall St. Rank hold SR as of Q3 2026.

Bailard held 5,100 shares of Spire worth $388K as of Q3 2026.
Spire was a new Bailard position in Q3 2026.
Spire made up 0.01% of Bailard's portfolio in Q3 2026, its #549 holding.
43 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.