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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
Q2 		$34.3K Hold
439
– – ﹤0.01% 408
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
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

Financial Consulate's SR Position: Q2 2026 in Review

Financial Consulate held its Spire (SR) position steady in Q2 2026 at 439 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Financial Consulate first reported a position in SR in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.7K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Financial Consulate held 439 shares of Spire worth $34.3K as of Q2 2026.
  • Financial Consulate left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #408 holding.
  • Financial Consulate first reported a position in Spire in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Spire position peaked at $39.7K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.