Freestone Grove Partners’s Spire SR Stock Holding History

Freestone Grove 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 Q2	–	Sell	-5,127	Closed	-$464K	–	1297
2026 Q1	$464K	Buy	+5,127	New	+$450K	﹤0.01%	608

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Freestone Grove Partners's SR Position: Q2 2026 in Review

Freestone Grove Partners sold out of Spire (SR) in Q2 2026, closing a stake of 5,127 shares — an estimated $464K sold.

Freestone Grove Partners first reported a position in SR in Q1 2026 and held it in 1 quarter. The position peaked at $464K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Freestone Grove Partners reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 5,127 Spire shares in Q2 2026, an estimated $464K.
Freestone Grove Partners first reported a position in Spire in Q1 2026 and held it in 1 quarter.
Freestone Grove Partners's Spire position peaked at $464K in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.