PWPS
SR icon

Pinnacle Wealth Planning Services’s Spire SR Stock Holding History

Pinnacle Wealth Planning 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 		$31.5K Sell
404
-3
-0.7% -$258 ﹤0.01% 1559
2026
Q1 		$36.9K Buy
407
+3
+0.7% +$263 ﹤0.01% 1362
2025
Q4 		$33.4K Buy
+404
New +$34.4K ﹤0.01% 1448
2021
Q1 		– Sell
-956
Closed -$61K – 1716
2020
Q4 		$61K Buy
+956
New +$58.3K 0.01% 703

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

Pinnacle Wealth Planning Services's SR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Spire (SR) stake by 0.74% in Q2 2026, selling an estimated $258 and leaving 404 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Pinnacle Wealth Planning Services first reported a position in SR in Q4 2020 and has held it in 4 quarters since. The position peaked at $61K in Q4 2020. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 404 shares of Spire worth $31.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3 Spire shares in Q2 2026, an estimated $258.
  • Spire made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1559 holding.
  • Pinnacle Wealth Planning Services first reported a position in Spire in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Spire position peaked at $61K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.