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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return