RFP
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Root Financial Partners’s Spire SR Stock Holding History

Root Financial Partners’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 		– Sell
-131
Closed -$11.9K – 2800
2026
Q1 		$11.9K Buy
131
+48
+58% +$4.21K ﹤0.01% 1597
2025
Q4 		$6.86K Buy
83
+13
+19% +$1.11K ﹤0.01% 1656
2025
Q3 		$5.71K Buy
+70
New +$5.33K ﹤0.01% 1673

Other funds holding SR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Root Financial Partners's SR Position: Q2 2026 in Review

Root Financial Partners sold out of Spire (SR) in Q2 2026, closing a stake of 131 shares — an estimated $11.9K sold.

Root Financial Partners first reported a position in SR in Q3 2025 and held it in 3 quarters. The position peaked at $11.9K in Q1 2026. 99 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Root Financial Partners reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 131 Spire shares in Q2 2026, an estimated $11.9K.
  • Root Financial Partners first reported a position in Spire in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Spire position peaked at $11.9K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.