Corient Private Wealth
SR icon

Corient Private Wealth’s Spire SR Stock Holding History

Corient Private Wealth’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 		$228K Sell
2,922
-20,718
-88% -$1.78M ﹤0.01% 2720
2026
Q1 		$2.13M Buy
23,640
+20,758
+720% +$1.82M ﹤0.01% 1235
2025
Q4 		$238K Buy
2,882
+216
+8% +$18.4K ﹤0.01% 2331
2025
Q3 		$217K Buy
+2,666
New +$203K ﹤0.01% 2306

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

Corient Private Wealth's SR Position: Q2 2026 in Review

Corient Private Wealth reduced its Spire (SR) stake by 88% in Q2 2026, selling an estimated $1.78M and leaving 2,922 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Corient Private Wealth first reported a position in SR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Corient Private Wealth held 2,922 shares of Spire worth $228K as of Q2 2026.
  • Corient Private Wealth sold 20,718 Spire shares in Q2 2026, an estimated $1.78M.
  • Spire made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2720 holding.
  • Corient Private Wealth first reported a position in Spire in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Spire position peaked at $2.13M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.