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Bay Harbor Wealth Management’s Spire SR Stock Holding History

Bay Harbor Wealth Management’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 		$781 Buy
10
+1
+11% +$86 ﹤0.01% 952
2026
Q1 		$822 Buy
9
+3
+50% +$263 ﹤0.01% 836
2025
Q4 		$499 Buy
6
+2
+50% +$171 ﹤0.01% 863
2025
Q3 		$328 Buy
4
+2
+100% +$152 ﹤0.01% 881
2025
Q2 		$147 Hold
2
– – ﹤0.01% 1020
2025
Q1 		$157 Buy
+2
New +$146 ﹤0.01% 755

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

Bay Harbor Wealth Management's SR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Spire (SR) stake by 11% in Q2 2026, buying an estimated $86 and bringing the position to 10 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Bay Harbor Wealth Management first reported a position in SR in Q1 2025 and has held it in 6 quarters since. The position peaked at $822 in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Bay Harbor Wealth Management held 10 shares of Spire worth $781 as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 Spire share in Q2 2026, an estimated $86.
  • Spire made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #952 holding.
  • Bay Harbor Wealth Management first reported a position in Spire in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Spire position peaked at $822 in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.