Mariner
SR icon

Mariner’s Spire SR Stock Holding History

Mariner’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
Q1 		$642K Buy
7,091
+3,214
+83% +$282K ﹤0.01% 2297
2025
Q4 		$321K Sell
3,877
-5,437
-58% -$464K ﹤0.01% 2779
2025
Q3 		$759K Sell
9,314
-1,196
-11% -$91K ﹤0.01% 2104
2025
Q2 		$767K Buy
10,510
+2,083
+25% +$156K ﹤0.01% 1997
2025
Q1 		$659K Sell
8,427
-200
-2% -$14.6K ﹤0.01% 1975
2024
Q4 		$585K Buy
8,627
+1,351
+19% +$90.5K ﹤0.01% 2059
2024
Q3 		$490K Buy
7,276
+86
+1% +$5.58K ﹤0.01% 2140
2024
Q2 		$437K Buy
7,190
+701
+11% +$42.3K ﹤0.01% 2149
2024
Q1 		$398K Buy
6,489
+165
+3% +$9.87K ﹤0.01% 2212
2023
Q4 		$394K Buy
+6,324
New +$377K ﹤0.01% 2124
2023
Q3 		– Sell
-4,004
Closed -$254K – 3014
2023
Q2 		$254K Sell
4,004
-551
-12% -$37K ﹤0.01% 2254
2023
Q1 		$320K Buy
4,555
+634
+16% +$45K ﹤0.01% 2018
2022
Q4 		$270K Sell
3,921
-346
-8% -$23.5K ﹤0.01% 2113
2022
Q3 		$266K Buy
+4,267
New +$305K ﹤0.01% 1862
2019
Q3 		– Sell
-2,400
Closed -$201K – 997
2019
Q2 		$201K Sell
2,400
-431
-15% -$36.1K ﹤0.01% 1044
2019
Q1 		$233K Sell
2,831
-245
-8% -$19.1K ﹤0.01% 911
2018
Q4 		$228K Buy
+3,076
New +$233K ﹤0.01% 743

Other funds holding SR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return