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JFS Wealth Advisors’s Spire SR Stock Holding History

JFS Wealth 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 		$2.2K Buy
28
+3
+12% +$258 ﹤0.01% 1579
2026
Q1 		$2.27K Sell
25
-16
-39% -$1.4K ﹤0.01% 1466
2025
Q4 		$3.4K Buy
41
+12
+41% +$1.02K ﹤0.01% 1390
2025
Q3 		$2.37K Sell
29
-2
-6% -$152 ﹤0.01% 1402
2025
Q2 		$2.26K Buy
31
+2
+7% +$150 ﹤0.01% 1363
2025
Q1 		$2.27K Hold
29
– – ﹤0.01% 1424
2024
Q4 		$1.97K Buy
29
+6
+26% +$402 ﹤0.01% 1486
2024
Q3 		$1.55K Buy
23
+1
+5% +$65 ﹤0.01% 1585
2024
Q2 		$1.34K Hold
22
– – ﹤0.01% 1584
2024
Q1 		$1.35K Buy
22
+14
+175% +$837 ﹤0.01% 1576
2023
Q4 		$499 Sell
8
-9
-53% -$537 ﹤0.01% 1806
2023
Q3 		$962 Sell
17
-12
-41% -$728 ﹤0.01% 1601
2023
Q2 		$1.84K Sell
29
-4
-12% -$268 ﹤0.01% 1414
2023
Q1 		$2.31K Buy
33
+3
+10% +$213 ﹤0.01% 1301
2022
Q4 		$2.07K Sell
30
-8
-21% -$544 ﹤0.01% 1357
2022
Q3 		$2K Sell
38
-7
-16% -$500 ﹤0.01% 1396
2022
Q2 		$3K Buy
45
+18
+67% +$1.35K ﹤0.01% 1239
2022
Q1 		$2K Buy
27
+17
+170% +$1.13K ﹤0.01% 1496
2021
Q4 		$1K Buy
+10
New +$632 ﹤0.01% 1563

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

JFS Wealth Advisors's SR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Spire (SR) stake by 12% in Q2 2026, buying an estimated $258 and bringing the position to 28 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

JFS Wealth Advisors first reported a position in SR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.4K in Q4 2025. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • JFS Wealth Advisors held 28 shares of Spire worth $2.2K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Spire shares in Q2 2026, an estimated $258.
  • Spire made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1579 holding.
  • JFS Wealth Advisors first reported a position in Spire in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Spire position peaked at $3.4K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.