Root Financial Partners
SR icon

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
Q3 		$7.61K Buy
+100
New +$8.1K ﹤0.01% 2047
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 +$5.32K ﹤0.01% 1673

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American Century Companies
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Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Root Financial Partners's SR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Spire (SR) in Q3 2026: 100 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #2047 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SR as recently as Q1 2026.

Root Financial Partners first reported a position in SR in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q1 2026. 332 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • Root Financial Partners held 100 shares of Spire worth $7.61K as of Q3 2026.
  • Spire was a new Root Financial Partners position in Q3 2026.
  • Spire made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2047 holding.
  • Root Financial Partners first reported a position in Spire in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Spire position peaked at $11.9K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.