Bayforest Capital’s Spire SR Stock Holding History

Bayforest Capital’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	$38K	Sell	500 -227	-31%	-$18.4K	0.06%	574
2026 Q2	$56.8K	Sell	727 -614	-46%	-$52.8K	0.05%	590
2026 Q1	$121K	Buy	+1,341	New	+$118K	0.14%	296
2025 Q4	–	Sell	-3,872	Closed	-$316K	–	953
2025 Q3	$316K	Sell	3,872 -2,592	-40%	-$197K	0.15%	273
2025 Q2	$472K	Buy	6,464 +5,777	+841%	+$433K	0.21%	195
2025 Q1	$53.8K	Buy	687 +662	+2,648%	+$48.4K	0.02%	558
2024 Q4	$1.7K	Buy	+25	New	+$1.68K	﹤0.01%	667

Other funds holding SR

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bayforest Capital's SR Position: Q3 2026 in Review

Bayforest Capital reduced its Spire (SR) stake by 31% in Q3 2026, selling an estimated $18.4K and leaving 500 shares worth $38K. The position accounts for 0.06% of the portfolio, ranked #574.

Bayforest Capital first reported a position in SR in Q4 2024 and has held it in 7 quarters since. The position peaked at $472K in Q2 2025. 134 funds tracked by Wall St. Rank hold SR as of Q3 2026.

Bayforest Capital held 500 shares of Spire worth $38K as of Q3 2026.
Bayforest Capital sold 227 Spire shares in Q3 2026, an estimated $18.4K.
Spire made up 0.06% of Bayforest Capital's portfolio in Q3 2026, its #574 holding.
Bayforest Capital first reported a position in Spire in Q4 2024 and has held it in 7 quarters since.
Bayforest Capital's Spire position peaked at $472K in Q2 2025.
134 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.