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Orion Investment Company’s Spire SR Stock Holding History

Orion Investment Company’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 		$1.38M Hold
17,704
– – 0.4% 39
2026
Q1 		$1.6M Hold
17,704
– – 0.51% 34
2025
Q4 		$1.46M Hold
17,704
– – 0.45% 36
2025
Q3 		$1.44M Sell
17,704
-608
-3% -$46.2K 0.46% 35
2025
Q2 		$1.34M Hold
18,312
– – 0.47% 35
2025
Q1 		$1.43M Sell
18,312
-50
-0.3% -$3.66K 0.59% 32
2024
Q4 		$1.25M Hold
18,362
– – 0.5% 33
2024
Q3 		$1.24M Hold
18,362
– – 0.48% 33
2024
Q2 		$1.12M Buy
+18,362
New +$1.11M 0.44% 31

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

Orion Investment Company's SR Position: Q2 2026 in Review

Orion Investment Company held its Spire (SR) position steady in Q2 2026 at 17,704 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #39.

Orion Investment Company first reported a position in SR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Orion Investment Company held 17,704 shares of Spire worth $1.38M as of Q2 2026.
  • Orion Investment Company left its Spire share count unchanged in Q2 2026.
  • Spire made up 0.4% of Orion Investment Company's portfolio in Q2 2026, its #39 holding.
  • Orion Investment Company first reported a position in Spire in Q2 2024 and has held it in 9 quarters since.
  • Orion Investment Company's Spire position peaked at $1.6M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.