IFS Advisors’s Spire SR Stock Holding History

IFS Advisors’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	$7.34K	Hold	94	–	–	﹤0.01%	137
2026 Q1	$8.51K	Buy	+94	New	+$8.25K	﹤0.01%	132

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

IFS Advisors's SR Position: Q2 2026 in Review

IFS Advisors held its Spire (SR) position steady in Q2 2026 at 94 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

IFS Advisors first reported a position in SR in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.51K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

IFS Advisors held 94 shares of Spire worth $7.34K as of Q2 2026.
IFS Advisors left its Spire share count unchanged in Q2 2026.
Spire made up ﹤0.01% of IFS Advisors's portfolio in Q2 2026, its #137 holding.
IFS Advisors first reported a position in Spire in Q1 2026 and has held it in 2 quarters since.
IFS Advisors's Spire position peaked at $8.51K in Q1 2026.
397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.