Bare Financial Services’s Spire SR Stock Holding History

Bare Financial Services’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	$5.23K	Buy	67 +24	+56%	+$2.06K	﹤0.01%	836
2026 Q1	$3.89K	Buy	43 +18	+72%	+$1.58K	﹤0.01%	753
2025 Q4	$2.07K	Buy	25 +6	+32%	+$512	﹤0.01%	855
2025 Q3	$1.55K	Buy	19 +9	+90%	+$685	﹤0.01%	886
2025 Q2	$730	Buy	+10	New	+$749	﹤0.01%	1002

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Bare Financial Services's SR Position: Q2 2026 in Review

Bare Financial Services increased its Spire (SR) stake by 56% in Q2 2026, buying an estimated $2.06K and bringing the position to 67 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Bare Financial Services first reported a position in SR in Q2 2025 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Bare Financial Services held 67 shares of Spire worth $5.23K as of Q2 2026.
Bare Financial Services bought 24 Spire shares in Q2 2026, an estimated $2.06K.
Spire made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #836 holding.
Bare Financial Services first reported a position in Spire in Q2 2025 and has held it in 5 quarters since.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.