IWC
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Integrated Wealth Concepts’s Spire SR Stock Holding History

Integrated Wealth Concepts’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 		$81.1K Buy
+1,039
New +$89.3K ﹤0.01% 2985

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 $3.37T 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

Integrated Wealth Concepts's SR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Spire (SR) in Q2 2026: 1,039 shares worth $81.1K. The stake represents ﹤0.01% of the portfolio and ranks #2985 among its holdings.

396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Integrated Wealth Concepts held 1,039 shares of Spire worth $81.1K as of Q2 2026.
  • Spire was a new Integrated Wealth Concepts position in Q2 2026.
  • Spire made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2985 holding.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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