Financial Consulate’s Spire SR Stock Holding History

Financial Consulate’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	$39.7K	Hold	439	–	–	0.01%	364
2025 Q4	$36.3K	Hold	439	–	–	0.01%	373
2025 Q3	$35.8K	Buy	+439	New	+$33.4K	0.01%	360

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Financial Consulate's SR Position: Q1 2026 in Review

Financial Consulate held its Spire (SR) position steady in Q1 2026 at 439 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #364.

Financial Consulate first reported a position in SR in Q3 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

Financial Consulate held 439 shares of Spire worth $39.7K as of Q1 2026.
Financial Consulate left its Spire share count unchanged in Q1 2026.
Spire made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #364 holding.
Financial Consulate first reported a position in Spire in Q3 2025 and has held it in 3 quarters since.
400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.