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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

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

Bank & Trust Company's SR Position: Q2 2026 in Review

Bank & Trust Company reduced its Spire (SR) stake by 1.2% in Q2 2026, selling an estimated $8.76K and leaving 8,324 shares worth $650K. The position accounts for 0.41% of the portfolio, ranked #64.

Bank & Trust Company first reported a position in SR in Q2 2024 and has held it in 9 quarters since. The position peaked at $763K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Bank & Trust Company held 8,324 shares of Spire worth $650K as of Q2 2026.
  • Bank & Trust Company sold 102 Spire shares in Q2 2026, an estimated $8.76K.
  • Spire made up 0.41% of Bank & Trust Company's portfolio in Q2 2026, its #64 holding.
  • Bank & Trust Company first reported a position in Spire in Q2 2024 and has held it in 9 quarters since.
  • Bank & Trust Company's Spire position peaked at $763K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.