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Rialto Wealth Management’s Spire SR Stock Holding History

Rialto Wealth Management’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 		$182 Hold
2
– – ﹤0.01% 1614
2025
Q4 		$166 Buy
2
+1
+100% +$85 ﹤0.01% 1562
2025
Q3 		$82 Hold
1
– – ﹤0.01% 1641
2025
Q2 		$73 Sell
1
-6
-86% -$449 ﹤0.01% 1576
2025
Q1 		$548 Buy
+7
New +$512 ﹤0.01% 762

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

Rialto Wealth Management's SR Position: Q1 2026 in Review

Rialto Wealth Management held its Spire (SR) position steady in Q1 2026 at 2 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Rialto Wealth Management first reported a position in SR in Q1 2025 and has held it in 5 quarters since. The position peaked at $548 in Q1 2025. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Rialto Wealth Management held 2 shares of Spire worth $182 as of Q1 2026.
  • Rialto Wealth Management left its Spire share count unchanged in Q1 2026.
  • Spire made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1614 holding.
  • Rialto Wealth Management first reported a position in Spire in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Spire position peaked at $548 in Q1 2025.
  • 400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.