Massachusetts Financial Services
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Massachusetts Financial Services’s Spire SR Stock Holding History

Massachusetts Financial Services’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 		$56.1M Buy
718,104
+2,785
+0.4% +$239K 0.02% 470
2026
Q1 		$64.8M Buy
715,319
+121,079
+20% +$10.6M 0.02% 435
2025
Q4 		$49.1M Buy
594,240
+57,487
+11% +$4.9M 0.02% 479
2025
Q3 		$43.8M Buy
+536,753
New +$40.8M 0.01% 489
2015
Q2 		– Sell
-94,239
Closed -$4.83M – 914
2015
Q1 		$4.83M Buy
+94,239
New +$4.94M ﹤0.01% 677

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SSA
South Street Advisors New York $769M AUM 50.16% 1-Year Est. Return

Massachusetts Financial Services's SR Position: Q2 2026 in Review

Massachusetts Financial Services increased its Spire (SR) stake by 0.39% in Q2 2026, buying an estimated $239K and bringing the position to 718,104 shares worth $56.1M. The position accounts for 0.02% of the portfolio, ranked #470.

Massachusetts Financial Services first reported a position in SR in Q1 2015 and has held it in 5 quarters since. The position peaked at $64.8M in Q1 2026. 177 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Massachusetts Financial Services held 718,104 shares of Spire worth $56.1M as of Q2 2026.
  • Massachusetts Financial Services bought 2,785 Spire shares in Q2 2026, an estimated $239K.
  • Spire made up 0.02% of Massachusetts Financial Services's portfolio in Q2 2026, its #470 holding.
  • Massachusetts Financial Services first reported a position in Spire in Q1 2015 and has held it in 5 quarters since.
  • Massachusetts Financial Services's Spire position peaked at $64.8M in Q1 2026.
  • 177 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.