MFWP
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Mosaic Family Wealth Partners’s Spire SR Stock Holding History

Mosaic Family Wealth Partners’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 		$317K Buy
4,061
+17
+0.4% +$1.46K 0.02% 345
2026
Q1 		$366K Buy
4,044
+19
+0.5% +$1.67K 0.04% 208
2025
Q4 		$333K Buy
4,025
+18
+0.4% +$1.53K 0.04% 185
2025
Q3 		$326K Buy
4,007
+20
+0.5% +$1.52K 0.04% 179
2025
Q2 		$291K Buy
3,987
+18
+0.5% +$1.35K 0.04% 180
2025
Q1 		$311K Buy
3,969
+21
+0.5% +$1.54K 0.04% 168
2024
Q4 		$268K Buy
3,948
+21
+0.5% +$1.41K 0.04% 176
2024
Q3 		$264K Sell
3,927
-278
-7% -$18K 0.04% 175
2024
Q2 		$255K Sell
4,205
-167
-4% -$10.1K 0.04% 169
2024
Q1 		$268K Buy
4,372
+22
+0.5% +$1.32K 0.04% 176
2023
Q4 		$271K Sell
4,350
-485
-10% -$28.9K 0.05% 158
2023
Q3 		$274K Buy
4,835
+24
+0.5% +$1.46K 0.05% 147
2023
Q2 		$305K Sell
4,811
-32
-0.7% -$2.15K 0.06% 141
2023
Q1 		$340K Buy
4,843
+22
+0.5% +$1.56K 0.07% 128
2022
Q4 		$332K Buy
+4,821
New +$328K 0.09% 132

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

Mosaic Family Wealth Partners's SR Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Spire (SR) stake by 0.42% in Q2 2026, buying an estimated $1.46K and bringing the position to 4,061 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #345.

Mosaic Family Wealth Partners first reported a position in SR in Q4 2022 and has held it in 15 quarters since. The position peaked at $366K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Mosaic Family Wealth Partners held 4,061 shares of Spire worth $317K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 17 Spire shares in Q2 2026, an estimated $1.46K.
  • Spire made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #345 holding.
  • Mosaic Family Wealth Partners first reported a position in Spire in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Spire position peaked at $366K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.