RA
SR icon

Rise Advisors’s Spire SR Stock Holding History

Rise 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
2025
Q4 		– Sell
-231
Closed -$18.8K – 1243
2025
Q3 		$18.8K Buy
231
+3
+1% +$228 0.01% 615
2025
Q2 		$16.6K Buy
228
+2
+0.9% +$150 0.01% 648
2025
Q1 		$17.7K Sell
226
-113
-33% -$8.26K 0.01% 576
2024
Q4 		$23K Buy
339
+4
+1% +$268 0.01% 563
2024
Q3 		$22.6K Buy
335
+4
+1% +$260 0.01% 612
2024
Q2 		$20.1K Buy
331
+4
+1% +$242 0.01% 636
2024
Q1 		$20.1K Buy
+327
New +$19.6K 0.01% 647

Other funds holding SR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return