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Roman Butler Fullerton & Co’s Spire SR Stock Holding History

Roman Butler Fullerton & Co’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 		$483K Sell
5,857
-71
-1% -$6.1K 0.12% 189
2026
Q1 		$557K Sell
5,928
-2,244
-27% -$197K 0.15% 146
2025
Q4 		$687K Buy
8,172
+32
+0.4% +$2.73K 0.18% 133
2025
Q3 		$707K Buy
8,140
+30
+0.4% +$2.28K 0.19% 124
2025
Q2 		$620K Sell
8,110
-92
-1% -$6.89K 0.18% 131
2025
Q1 		$630K Buy
8,202
+34
+0.4% +$2.49K 0.24% 105
2024
Q4 		$581K Sell
8,168
-55
-0.7% -$3.69K 0.18% 119
2024
Q3 		$539K Buy
8,223
+35
+0.4% +$2.27K 0.16% 141
2024
Q2 		$489K Sell
8,188
-50
-0.6% -$3.02K 0.16% 135
2024
Q1 		$506K Sell
8,238
-170
-2% -$10.2K 0.19% 122
2023
Q4 		$489K Sell
8,408
-1,508
-15% -$90K 0.19% 128
2023
Q3 		$572K Buy
9,916
+56
+0.6% +$3.4K 0.27% 95
2023
Q2 		$634K Buy
9,860
+485
+5% +$32.5K 0.29% 90
2023
Q1 		$655K Sell
9,375
-207
-2% -$14.7K 0.33% 94
2022
Q4 		$686K Buy
9,582
+399
+4% +$27.2K 0.36% 85
2022
Q3 		$584K Buy
9,183
+50
+0.5% +$3.58K 0.37% 84
2022
Q2 		$646K Sell
9,133
-341
-4% -$25.6K 0.36% 81
2022
Q1 		$680K Buy
9,474
+21
+0.2% +$1.39K 0.31% 90
2021
Q4 		$616K Sell
9,453
-1,369
-13% -$86.6K 0.27% 98
2021
Q3 		$683K Sell
10,822
-376
-3% -$25.7K 0.32% 89
2021
Q2 		$809K Sell
11,198
-6
-0.1% -$447 0.39% 82
2021
Q1 		$867K Buy
11,204
+145
+1% +$9.68K 0.43% 77
2020
Q4 		$708K Buy
11,059
+144
+1% +$8.78K 0.42% 75
2020
Q3 		$581K Buy
10,915
+2,271
+26% +$135K 0.38% 81
2020
Q2 		$568K Buy
8,644
+183
+2% +$13K 0.41% 80
2020
Q1 		$630K Buy
8,461
+3,960
+88% +$317K 0.56% 61
2019
Q4 		$375K Buy
4,501
+1,805
+67% +$148K 0.25% 118
2019
Q3 		$235K Hold
2,696
– – 0.16% 151
2019
Q2 		$226K Buy
2,696
+75
+3% +$6.28K 0.15% 158
2019
Q1 		$216K Buy
+2,621
New +$204K 0.15% 163

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 $3.38T AUM 44.17% 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

Roman Butler Fullerton & Co's SR Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Spire (SR) stake by 1.2% in Q2 2026, selling an estimated $6.1K and leaving 5,857 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #189.

Roman Butler Fullerton & Co first reported a position in SR in Q1 2019 and has held it in 30 quarters since. The position peaked at $867K in Q1 2021. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Roman Butler Fullerton & Co held 5,857 shares of Spire worth $483K as of Q2 2026.
  • Roman Butler Fullerton & Co sold 71 Spire shares in Q2 2026, an estimated $6.1K.
  • Spire made up 0.12% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #189 holding.
  • Roman Butler Fullerton & Co first reported a position in Spire in Q1 2019 and has held it in 30 quarters since.
  • Roman Butler Fullerton & Co's Spire position peaked at $867K in Q1 2021.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.