Essential Partners
SR icon

Essential Partners’s Spire SR Stock Holding History

Essential Partners’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 		$32.3K Buy
424
+17
+4% +$1.38K 0.01% 762
2026
Q2 		$31.8K Hold
407
– – 0.01% 743
2026
Q1 		$36.8K Hold
407
– – 0.01% 685
2025
Q4 		$33.7K Hold
407
– – 0.01% 725
2025
Q3 		$33.2K Buy
407
+44
+12% +$3.35K 0.01% 730
2025
Q2 		$26.5K Buy
+363
New +$27.2K 0.01% 597

Other funds holding SR

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Essential Partners's SR Position: Q3 2026 in Review

Essential Partners increased its Spire (SR) stake by 4.2% in Q3 2026, buying an estimated $1.38K and bringing the position to 424 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #762.

Essential Partners first reported a position in SR in Q2 2025 and has held it in 6 quarters since. The position peaked at $36.8K in Q1 2026. 66 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • Essential Partners held 424 shares of Spire worth $32.3K as of Q3 2026.
  • Essential Partners bought 17 Spire shares in Q3 2026, an estimated $1.38K.
  • Spire made up 0.01% of Essential Partners's portfolio in Q3 2026, its #762 holding.
  • Essential Partners first reported a position in Spire in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Spire position peaked at $36.8K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.