Sequoia Financial Advisors’s Spire SR Stock Holding History

Sequoia Financial 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
2026 Q2	$646K	Sell	8,269 -2,412	-23%	-$207K	﹤0.01%	1165
2026 Q1	$967K	Sell	10,681 -67	-0.6%	-$5.88K	0.01%	915
2025 Q4	$889K	Buy	10,748 +1,416	+15%	+$121K	0.01%	950
2025 Q3	$761K	Buy	9,332 +1,131	+14%	+$86K	﹤0.01%	924
2025 Q2	$599K	Buy	+8,201	New	+$614K	﹤0.01%	916
2025 Q1	–	Sell	-4,215	Closed	-$286K	–	1465
2024 Q4	$286K	Buy	4,215 +29	+0.7%	+$1.94K	﹤0.01%	1041
2024 Q3	$284K	Sell	4,186 -237	-5%	-$15.4K	﹤0.01%	991
2024 Q2	$271K	Buy	4,423 +40	+0.9%	+$2.42K	﹤0.01%	937
2024 Q1	$269K	Sell	4,383 -8,703	-67%	-$520K	﹤0.01%	913
2023 Q4	$818K	Buy	13,086 +9,201	+237%	+$549K	0.01%	589
2023 Q3	$220K	Buy	+3,885	New	+$236K	﹤0.01%	820

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Sequoia Financial Advisors's SR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Spire (SR) stake by 23% in Q2 2026, selling an estimated $207K and leaving 8,269 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Sequoia Financial Advisors first reported a position in SR in Q3 2023 and has held it in 11 quarters since. The position peaked at $967K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Sequoia Financial Advisors held 8,269 shares of Spire worth $646K as of Q2 2026.
Sequoia Financial Advisors sold 2,412 Spire shares in Q2 2026, an estimated $207K.
Spire made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1165 holding.
Sequoia Financial Advisors first reported a position in Spire in Q3 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's Spire position peaked at $967K in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.