RIL
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Rothschild Investment LLC’s Spire SR Stock Holding History

Rothschild Investment LLC’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 		$12.7K Sell
163
-36
-18% -$3.09K ﹤0.01% 1751
2026
Q1 		$18K Buy
199
+36
+22% +$3.16K ﹤0.01% 1464
2025
Q4 		$13.5K Buy
163
+25
+18% +$2.13K ﹤0.01% 1473
2025
Q3 		$11.3K Buy
138
+18
+15% +$1.37K ﹤0.01% 1395
2025
Q2 		$8.76K Buy
120
+15
+14% +$1.12K ﹤0.01% 1269
2025
Q1 		$8.22K Buy
105
+55
+110% +$4.02K ﹤0.01% 1228
2024
Q4 		$3.39K Buy
50
+10
+25% +$670 ﹤0.01% 1509
2024
Q3 		$2.69K Buy
40
+20
+100% +$1.3K ﹤0.01% 1573
2024
Q2 		$1.22K Buy
20
+15
+300% +$906 ﹤0.01% 1568
2024
Q1 		$307 Buy
+5
New +$299 ﹤0.01% 1549

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's SR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Spire (SR) stake by 18% in Q2 2026, selling an estimated $3.09K and leaving 163 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Rothschild Investment LLC first reported a position in SR in Q1 2024 and has held it in 10 quarters since. The position peaked at $18K in Q1 2026. 177 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Rothschild Investment LLC held 163 shares of Spire worth $12.7K as of Q2 2026.
  • Rothschild Investment LLC sold 36 Spire shares in Q2 2026, an estimated $3.09K.
  • Spire made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1751 holding.
  • Rothschild Investment LLC first reported a position in Spire in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Spire position peaked at $18K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.