Burney Company’s Spire SR Stock Holding History

Burney Company’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	$695K	Buy	7,677 +3,239	+73%	+$284K	0.02%	387
2025 Q4	$367K	Hold	4,438	–	–	0.01%	495
2025 Q3	$362K	Buy	4,438 +1,101	+33%	+$83.7K	0.01%	473
2025 Q2	$244K	Sell	3,337 -104	-3%	-$7.79K	0.01%	523
2025 Q1	$269K	Buy	+3,441	New	+$252K	0.01%	517
2024 Q2	–	Sell	-3,866	Closed	-$237K	–	614
2024 Q1	$237K	Buy	3,866 +315	+9%	+$18.8K	0.01%	552
2023 Q4	$221K	Buy	+3,551	New	+$212K	0.01%	547
2023 Q2	–	Sell	-3,200	Closed	-$224K	–	592
2023 Q1	$224K	Hold	3,200	–	–	0.01%	525
2022 Q4	$220K	Sell	3,200 -682	-18%	-$46.4K	0.01%	511
2022 Q3	$242K	Sell	3,882 -2,059	-35%	-$147K	0.01%	507
2022 Q2	$442K	Sell	5,941 -27,839	-82%	-$2.09M	0.02%	418
2022 Q1	$2.42M	Buy	+33,780	New	+$2.24M	0.11%	203
2021 Q3	–	Sell	-3,480	Closed	-$251K	–	601
2021 Q2	$251K	Sell	3,480 -345	-9%	-$25.7K	0.01%	529
2021 Q1	$283K	Buy	+3,825	New	+$255K	0.01%	487

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