Bank & Trust Company’s Spire SR Stock Holding History

Bank & Trust Company’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	$650K	Sell	8,324 -102	-1%	-$8.76K	0.41%	64
2026 Q1	$763K	Sell	8,426 -164	-2%	-$14.4K	0.51%	52
2025 Q4	$710K	Hold	8,590	–	–	0.5%	53
2025 Q3	$700K	Hold	8,590	–	–	0.52%	56
2025 Q2	$627K	Hold	8,590	–	–	0.5%	62
2025 Q1	$672K	Sell	8,590 -200	-2%	-$14.6K	0.55%	53
2024 Q4	$596K	Sell	8,790 -491	-5%	-$32.9K	0.5%	58
2024 Q3	$625K	Hold	9,281	–	–	0.51%	58
2024 Q2	$564K	Buy	+9,281	New	+$561K	0.48%	57

Other funds holding SR

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return