OF
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Optimize Financial’s Spire SR Stock Holding History

Optimize Financial’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 		$213K Sell
2,351
-1,041
-31% -$91.3K 0.1% 281
2025
Q4 		$281K Buy
3,392
+48
+1% +$4.09K 0.14% 283
2025
Q3 		$273K Buy
+3,344
New +$254K 0.14% 297

Other funds holding SR

BlackRock
BlackRock New York $5.72T 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 $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Optimize Financial's SR Position: Q1 2026 in Review

Optimize Financial reduced its Spire (SR) stake by 31% in Q1 2026, selling an estimated $91.3K and leaving 2,351 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #281.

Optimize Financial first reported a position in SR in Q3 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Optimize Financial held 2,351 shares of Spire worth $213K as of Q1 2026.
  • Optimize Financial sold 1,041 Spire shares in Q1 2026, an estimated $91.3K.
  • Spire made up 0.1% of Optimize Financial's portfolio in Q1 2026, its #281 holding.
  • Optimize Financial first reported a position in Spire in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Spire position peaked at $281K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.