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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
Q2 		$235 Buy
3
+1
+50% +$86 ﹤0.01% 1838
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 $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

Rialto Wealth Management's SR Position: Q2 2026 in Review

Rialto Wealth Management increased its Spire (SR) stake by 50% in Q2 2026, buying an estimated $86 and bringing the position to 3 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Rialto Wealth Management first reported a position in SR in Q1 2025 and has held it in 6 quarters since. The position peaked at $548 in Q1 2025. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Rialto Wealth Management held 3 shares of Spire worth $235 as of Q2 2026.
  • Rialto Wealth Management bought 1 Spire share in Q2 2026, an estimated $86.
  • Spire made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1838 holding.
  • Rialto Wealth Management first reported a position in Spire in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Spire position peaked at $548 in Q1 2025.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.