BPI
SR icon

BFC Planning, Inc.’s Spire SR Stock Holding History

BFC Planning, Inc.’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 		$465K Sell
5,955
-1,387
-19% -$119K 0.02% 627
2026
Q1 		$665K Buy
7,342
+4,255
+138% +$373K 0.03% 477
2025
Q4 		$255K Buy
3,087
+2,608
+544% +$222K 0.01% 775
2025
Q3 		$39K Buy
479
+3
+0.6% +$228 ﹤0.01% 1284
2025
Q2 		$34.7K Buy
476
+3
+0.6% +$225 ﹤0.01% 1272
2025
Q1 		$37K Buy
473
+54
+13% +$3.95K ﹤0.01% 1226
2024
Q4 		$28.4K Buy
+419
New +$28.1K ﹤0.01% 1324

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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BFC Planning, Inc.'s SR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Spire (SR) stake by 19% in Q2 2026, selling an estimated $119K and leaving 5,955 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #627.

BFC Planning, Inc. first reported a position in SR in Q4 2024 and has held it in 7 quarters since. The position peaked at $665K in Q1 2026. 398 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • BFC Planning, Inc. held 5,955 shares of Spire worth $465K as of Q2 2026.
  • BFC Planning, Inc. sold 1,387 Spire shares in Q2 2026, an estimated $119K.
  • Spire made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #627 holding.
  • BFC Planning, Inc. first reported a position in Spire in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Spire position peaked at $665K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.