Blue Trust Inc
SR icon

Blue Trust Inc’s Spire SR Stock Holding History

Blue Trust Inc’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 		$67.9K Sell
892
-6
-0.7% -$486 ﹤0.01% 1115
2026
Q2 		$70.1K Sell
898
-202
-18% -$17.4K ﹤0.01% 1192
2026
Q1 		$100K Buy
1,100
+30
+3% +$2.63K ﹤0.01% 1032
2025
Q4 		$88.5K Sell
1,070
-94
-8% -$8.01K ﹤0.01% 1124
2025
Q3 		$94.9K Buy
1,164
+255
+28% +$19.4K ﹤0.01% 1089
2025
Q2 		$66.3K Sell
909
-396
-30% -$29.7K ﹤0.01% 1238
2025
Q1 		$102K Buy
1,305
+222
+20% +$16.2K ﹤0.01% 983
2024
Q4 		$73.5K Buy
1,083
+26
+2% +$1.74K ﹤0.01% 1067
2024
Q3 		$64.2K Buy
1,057
+296
+39% +$19.2K ﹤0.01% 1454
2024
Q2 		$46.7K Buy
761
+161
+27% +$9.7K ﹤0.01% 1278
2024
Q1 		$36.8K Buy
600
+238
+66% +$14.2K ﹤0.01% 1022
2023
Q4 		$21K Buy
362
+287
+383% +$17.1K ﹤0.01% 1273
2023
Q3 		$5K Buy
75
+63
+525% +$3.82K ﹤0.01% 1655
2023
Q2 		$1K Sell
12
-783
-98% -$52.5K ﹤0.01% 1926
2023
Q1 		$55K Buy
795
+173
+28% +$12.3K ﹤0.01% 997
2022
Q4 		$39K Buy
622
+271
+77% +$18.4K ﹤0.01% 1031
2022
Q3 		$26K Buy
351
+97
+38% +$6.94K ﹤0.01% 991
2022
Q2 		$19K Buy
+254
New +$19.1K ﹤0.01% 974

Other funds holding SR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Blue Trust Inc's SR Position: Q3 2026 in Review

Blue Trust Inc reduced its Spire (SR) stake by 0.67% in Q3 2026, selling an estimated $486 and leaving 892 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Blue Trust Inc first reported a position in SR in Q2 2022 and has held it in 18 quarters since. The position peaked at $102K in Q1 2025. 332 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • Blue Trust Inc held 892 shares of Spire worth $67.9K as of Q3 2026.
  • Blue Trust Inc sold 6 Spire shares in Q3 2026, an estimated $486.
  • Spire made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1115 holding.
  • Blue Trust Inc first reported a position in Spire in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Spire position peaked at $102K in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.