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Larson Financial Group’s Spire SR Stock Holding History

Larson Financial Group’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 		$51.6K Buy
661
+8
+1% +$687 ﹤0.01% 1511
2026
Q1 		$59.1K Hold
653
– – ﹤0.01% 1262
2025
Q4 		$54K Buy
653
+1
+0.2% +$85 ﹤0.01% 1190
2025
Q3 		$53.2K Hold
652
– – ﹤0.01% 1134
2025
Q2 		$47.6K Buy
652
+69
+12% +$5.17K ﹤0.01% 1089
2025
Q1 		$45.6K Buy
583
+44
+8% +$3.22K ﹤0.01% 1064
2024
Q4 		$36.5K Hold
539
– – ﹤0.01% 999
2024
Q3 		$36.2K Buy
539
+501
+1,318% +$32.5K ﹤0.01% 1001
2024
Q2 		$2.32K Buy
38
+7
+23% +$423 ﹤0.01% 1574
2024
Q1 		$1.9K Sell
31
-238
-88% -$14.2K ﹤0.01% 1365
2023
Q4 		$16.7K Sell
269
-126
-32% -$7.52K ﹤0.01% 897
2023
Q3 		$22.3K Sell
395
-697
-64% -$42.3K ﹤0.01% 791
2023
Q2 		$69.3K Buy
1,092
+537
+97% +$36K 0.01% 484
2023
Q1 		$38.9K Hold
555
– – ﹤0.01% 600
2022
Q4 		$38.2K Hold
555
– – ﹤0.01% 573
2022
Q3 		$35K Hold
555
– – 0.01% 528
2022
Q2 		$41K Hold
555
– – 0.01% 410
2022
Q1 		$40K Hold
555
– – 0.01% 412
2021
Q4 		$36K Buy
555
+296
+114% +$18.7K 0.01% 443
2021
Q3 		$16K Hold
259
– – ﹤0.01% 513
2021
Q2 		$19K Hold
259
– – ﹤0.01% 445
2021
Q1 		$19K Hold
259
– – 0.01% 427
2020
Q4 		$17K Buy
259
+21
+9% +$1.28K 0.01% 405
2020
Q3 		$13K Hold
238
– – 0.01% 400
2020
Q2 		$16K Hold
238
– – 0.01% 314
2020
Q1 		$18K Hold
238
– – 0.01% 234
2019
Q4 		$20K Hold
238
– – 0.01% 223
2019
Q3 		$21K Hold
238
– – 0.01% 217
2019
Q2 		$20K Hold
238
– – 0.01% 187
2019
Q1 		$20K Hold
238
– – 0.02% 171
2018
Q4 		$18K Buy
+238
New +$18K 0.02% 173

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

Larson Financial Group's SR Position: Q2 2026 in Review

Larson Financial Group increased its Spire (SR) stake by 1.2% in Q2 2026, buying an estimated $687 and bringing the position to 661 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Larson Financial Group first reported a position in SR in Q4 2018 and has held it in 31 quarters since. The position peaked at $69.3K in Q2 2023. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Larson Financial Group held 661 shares of Spire worth $51.6K as of Q2 2026.
  • Larson Financial Group bought 8 Spire shares in Q2 2026, an estimated $687.
  • Spire made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1511 holding.
  • Larson Financial Group first reported a position in Spire in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Spire position peaked at $69.3K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.