PF
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PlanVest Financial’s Spire SR Stock Holding History

PlanVest 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
Q2 		$14.7K Hold
188
– – 0.01% 373
2026
Q1 		$17K Buy
+188
New +$16.5K 0.01% 334

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

PlanVest Financial's SR Position: Q2 2026 in Review

PlanVest Financial held its Spire (SR) position steady in Q2 2026 at 188 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #373.

PlanVest Financial first reported a position in SR in Q1 2026 and has held it in 2 quarters since. The position peaked at $17K in Q1 2026. 392 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • PlanVest Financial held 188 shares of Spire worth $14.7K as of Q2 2026.
  • PlanVest Financial left its Spire share count unchanged in Q2 2026.
  • Spire made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #373 holding.
  • PlanVest Financial first reported a position in Spire in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Spire position peaked at $17K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.