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Godfrey Financial Associates’s Spire SR Stock Holding History

Godfrey Financial Associates’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 		$1.25K Hold
16
– – ﹤0.01% 752
2026
Q1 		$1.45K Hold
16
– – ﹤0.01% 712
2025
Q4 		$1.32K Buy
+16
New +$1.36K ﹤0.01% 701

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Vanguard Portfolio Management
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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

Godfrey Financial Associates's SR Position: Q2 2026 in Review

Godfrey Financial Associates held its Spire (SR) position steady in Q2 2026 at 16 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Godfrey Financial Associates first reported a position in SR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Godfrey Financial Associates held 16 shares of Spire worth $1.25K as of Q2 2026.
  • Godfrey Financial Associates left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #752 holding.
  • Godfrey Financial Associates first reported a position in Spire in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Spire position peaked at $1.45K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.