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Regent Peak Wealth Advisors’s Spire SR Stock Holding History

Regent Peak Wealth Advisors’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 		$2.58M Sell
33,001
-5,852
-15% -$503K 0.48% 28
2026
Q1 		$3.52M Sell
38,853
-5,119
-12% -$449K 0.72% 23
2025
Q4 		$3.64M Sell
43,972
-5,883
-12% -$502K 0.72% 22
2025
Q3 		$4.06M Buy
+49,855
New +$3.79M 0.81% 23
2025
Q1 		$7.06M Sell
90,243
-49,482
-35% -$3.62M 1.67% 18
2024
Q4 		$9.48M Sell
139,725
-455
-0.3% -$30.5K 2.13% 16
2024
Q3 		$9.43M Sell
140,180
-301
-0.2% -$19.5K 2.17% 15
2024
Q2 		$8.53M Sell
140,481
-30,902
-18% -$1.87M 1.95% 16
2024
Q1 		$10.5M Sell
171,383
-579
-0.3% -$34.6K 2.67% 12
2023
Q4 		$10.7M Buy
171,962
+2,329
+1% +$139K 2.91% 9
2023
Q3 		$9.6M Sell
169,633
-428
-0.3% -$26K 2.93% 9
2023
Q2 		$10.8M Sell
170,061
-501
-0.3% -$33.6K 3.14% 8
2023
Q1 		$12M Sell
170,562
-107
-0.1% -$7.59K 3.7% 7
2022
Q4 		$11.9M Buy
170,669
+3,656
+2% +$249K 3.89% 7
2022
Q3 		$10.5M Hold
167,013
– – 3.7% 6
2022
Q2 		$12.4M Hold
167,013
– – 4.06% 6
2022
Q1 		$12M Buy
167,013
+4,623
+3% +$306K 3.44% 8
2021
Q4 		$10.6M Buy
162,390
+4,624
+3% +$292K 2.88% 9
2021
Q3 		$9.65M Hold
157,766
– – 2.76% 8
2021
Q2 		$11.2M Buy
157,766
+9
+0% +$670 3.13% 8
2021
Q1 		$11.7M Buy
157,757
+1,553
+1% +$104K 3.83% 8
2020
Q4 		$10M Buy
156,204
+5,985
+4% +$365K 3.33% 8
2020
Q3 		$7.99M Buy
150,219
+5
+0% +$298 3.4% 8
2020
Q2 		$9.87M Buy
150,214
+4
+0% +$285 4.48% 5
2020
Q1 		$11.2M Buy
150,210
+21,759
+17% +$1.74M 6.23% 4
2019
Q4 		$10.7M Buy
+128,451
New +$10.5M 4.88% 4

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

Regent Peak Wealth Advisors's SR Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Spire (SR) stake by 15% in Q2 2026, selling an estimated $503K and leaving 33,001 shares worth $2.58M. The position accounts for 0.48% of the portfolio, ranked #28.

Regent Peak Wealth Advisors first reported a position in SR in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.4M in Q2 2022. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Regent Peak Wealth Advisors held 33,001 shares of Spire worth $2.58M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 5,852 Spire shares in Q2 2026, an estimated $503K.
  • Spire made up 0.48% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Regent Peak Wealth Advisors first reported a position in Spire in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Spire position peaked at $12.4M in Q2 2022.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.