KF
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Krilogy Financial’s Spire SR Stock Holding History

Krilogy Financial’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 		$483K Buy
6,191
+100
+2% +$8.59K 0.01% 647
2026
Q1 		$570K Buy
6,091
+1
+0% +$88 0.02% 545
2025
Q4 		$512K Buy
6,090
+2,844
+88% +$242K 0.02% 552
2025
Q3 		$284K Buy
+3,246
New +$247K 0.01% 703
2018
Q4 		– Sell
-1,155
Closed -$85K – 592
2018
Q3 		$85K Buy
+1,155
New +$85.4K 0.02% 244
2018
Q2 		– Sell
-1,408
Closed -$102K – 555
2018
Q1 		$102K Hold
1,408
– – 0.02% 233
2017
Q4 		$106K Hold
1,408
– – 0.03% 221
2017
Q3 		$105K Buy
1,408
+396
+39% +$29.4K 0.03% 234
2017
Q2 		$71K Sell
1,012
-76
-7% -$5.31K 0.02% 268
2017
Q1 		$70K Hold
1,088
– – 0.02% 248
2016
Q4 		$70K Hold
1,088
– – 0.02% 248
2016
Q3 		$69K Hold
1,088
– – 0.02% 257
2016
Q2 		$77K Hold
1,088
– – 0.03% 240
2016
Q1 		$74K Buy
+1,088
New +$69.3K 0.03% 212
2015
Q4 		– Sell
-890
Closed -$49K – 586
2015
Q3 		$49K Buy
+890
New +$47.3K 0.02% 208

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

Krilogy Financial's SR Position: Q2 2026 in Review

Krilogy Financial increased its Spire (SR) stake by 1.6% in Q2 2026, buying an estimated $8.59K and bringing the position to 6,191 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #647.

Krilogy Financial first reported a position in SR in Q3 2015 and has held it in 15 quarters since. The position peaked at $570K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Krilogy Financial held 6,191 shares of Spire worth $483K as of Q2 2026.
  • Krilogy Financial bought 100 Spire shares in Q2 2026, an estimated $8.59K.
  • Spire made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #647 holding.
  • Krilogy Financial first reported a position in Spire in Q3 2015 and has held it in 15 quarters since.
  • Krilogy Financial's Spire position peaked at $570K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.