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EP Wealth Advisors’s Spire SR Stock Holding History

EP Wealth 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 		– Sell
-6,575
Closed -$595K – 1868
2026
Q1 		$595K Sell
6,575
-91
-1% -$7.99K ﹤0.01% 830
2025
Q4 		$551K Buy
+6,666
New +$568K ﹤0.01% 834
2025
Q2 		$501K Buy
6,870
+329
+5% +$24.6K ﹤0.01% 780
2025
Q1 		$512K Buy
6,541
+2,571
+65% +$188K ﹤0.01% 699
2024
Q4 		$269K Buy
3,970
+701
+21% +$47K ﹤0.01% 924
2024
Q3 		$220K Buy
+3,269
New +$212K ﹤0.01% 998

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

EP Wealth Advisors's SR Position: Q2 2026 in Review

EP Wealth Advisors sold out of Spire (SR) in Q2 2026, closing a stake of 6,575 shares — an estimated $595K sold.

EP Wealth Advisors first reported a position in SR in Q3 2024 and held it in 6 quarters. The position peaked at $595K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • EP Wealth Advisors reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,575 Spire shares in Q2 2026, an estimated $595K.
  • EP Wealth Advisors first reported a position in Spire in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Spire position peaked at $595K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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