Focus Partners Wealth
SR icon

Focus Partners Wealth’s Spire SR Stock Holding History

Focus Partners Wealth’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 		$240K Sell
3,075
-4,521
-60% -$388K ﹤0.01% 2394
2026
Q1 		$688K Buy
7,596
+1,101
+17% +$96.6K ﹤0.01% 1778
2025
Q4 		$537K Sell
6,495
-1,688
-21% -$144K ﹤0.01% 1920
2025
Q3 		$667K Buy
+8,183
New +$622K ﹤0.01% 1467
2025
Q2 		– Sell
-7,733
Closed -$605K – 2125
2025
Q1 		$605K Buy
7,733
+105
+1% +$7.68K ﹤0.01% 1262
2024
Q4 		$517K Sell
7,628
-89
-1% -$5.96K ﹤0.01% 1310
2024
Q3 		$519K Buy
+7,717
New +$501K ﹤0.01% 1138

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's SR Position: Q2 2026 in Review

Focus Partners Wealth reduced its Spire (SR) stake by 60% in Q2 2026, selling an estimated $388K and leaving 3,075 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Focus Partners Wealth first reported a position in SR in Q3 2024 and has held it in 7 quarters since. The position peaked at $688K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Focus Partners Wealth held 3,075 shares of Spire worth $240K as of Q2 2026.
  • Focus Partners Wealth sold 4,521 Spire shares in Q2 2026, an estimated $388K.
  • Spire made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2394 holding.
  • Focus Partners Wealth first reported a position in Spire in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Spire position peaked at $688K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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