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Beacon Pointe Advisors’s Spire SR Stock Holding History

Beacon Pointe Advisors’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 		$266K Sell
3,404
-4,539
-57% -$390K ﹤0.01% 1665
2026
Q1 		$719K Buy
+7,943
New +$697K ﹤0.01% 1128

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

Beacon Pointe Advisors's SR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Spire (SR) stake by 57% in Q2 2026, selling an estimated $390K and leaving 3,404 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Beacon Pointe Advisors first reported a position in SR in Q1 2026 and has held it in 2 quarters since. The position peaked at $719K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Beacon Pointe Advisors held 3,404 shares of Spire worth $266K as of Q2 2026.
  • Beacon Pointe Advisors sold 4,539 Spire shares in Q2 2026, an estimated $390K.
  • Spire made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1665 holding.
  • Beacon Pointe Advisors first reported a position in Spire in Q1 2026 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Spire position peaked at $719K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.