MFP
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Meramec Financial Planners’s Spire SR Stock Holding History

Meramec Financial Planners’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 		$217K Buy
2,630
+1,313
+100% +$113K 0.08% 119
2026
Q1 		$121K Buy
1,317
+12
+0.9% +$1.05K 0.05% 148
2025
Q4 		$112K Buy
+1,305
New +$111K 0.04% 158

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

Meramec Financial Planners's SR Position: Q2 2026 in Review

Meramec Financial Planners increased its Spire (SR) stake by 100% in Q2 2026, buying an estimated $113K and bringing the position to 2,630 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #119.

Meramec Financial Planners first reported a position in SR in Q4 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Meramec Financial Planners held 2,630 shares of Spire worth $217K as of Q2 2026.
  • Meramec Financial Planners bought 1,313 Spire shares in Q2 2026, an estimated $113K.
  • Spire made up 0.08% of Meramec Financial Planners's portfolio in Q2 2026, its #119 holding.
  • Meramec Financial Planners first reported a position in Spire in Q4 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.