CFO
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CVA Family Office’s Spire SR Stock Holding History

CVA Family Office’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 		$2.34K Sell
30
-27
-47% -$2.32K ﹤0.01% 1488
2026
Q1 		$5.16K Buy
+57
New +$5K ﹤0.01% 1224

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

CVA Family Office's SR Position: Q2 2026 in Review

CVA Family Office reduced its Spire (SR) stake by 47% in Q2 2026, selling an estimated $2.32K and leaving 30 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

CVA Family Office first reported a position in SR in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.16K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • CVA Family Office held 30 shares of Spire worth $2.34K as of Q2 2026.
  • CVA Family Office sold 27 Spire shares in Q2 2026, an estimated $2.32K.
  • Spire made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1488 holding.
  • CVA Family Office first reported a position in Spire in Q1 2026 and has held it in 2 quarters since.
  • CVA Family Office's Spire position peaked at $5.16K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.