Spire Wealth Management’s Five Point Holdings FPH Stock Holding History

Spire Wealth Management’s Portfolio FPH Stock Details FPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,600	Closed	-$14.5K	–	2315
2025 Q4	$14.5K	Sell	2,600 -8,200	-76%	-$48.5K	﹤0.01%	1594
2025 Q3	$66.2K	Hold	10,800	–	–	﹤0.01%	1143
2025 Q2	$59.4K	Sell	10,800 -700	-6%	-$3.75K	﹤0.01%	1140
2025 Q1	$61.4K	Hold	11,500	–	–	﹤0.01%	1211
2024 Q4	$43.5K	Buy	11,500 +1,140	+11%	+$4.46K	﹤0.01%	1328
2024 Q3	$43K	Hold	10,360	–	–	﹤0.01%	1176
2024 Q2	$30.4K	Sell	10,360 -600	-5%	-$1.85K	﹤0.01%	1281
2024 Q1	$34.3K	Hold	10,960	–	–	﹤0.01%	1340
2023 Q4	$33.6K	Hold	10,960	–	–	﹤0.01%	1333
2023 Q3	$32.6K	Hold	10,960	–	–	﹤0.01%	1331
2023 Q2	$31.7K	Buy	10,960 +300	+3%	+$721	﹤0.01%	1396
2023 Q1	$25.2K	Buy	10,660 +3,620	+51%	+$8.48K	﹤0.01%	1527
2022 Q4	$16K	Buy	7,040 +1,647	+31%	+$3.73K	﹤0.01%	1454
2022 Q3	$14K	Sell	5,393 -157	-3%	-$574	﹤0.01%	1461
2022 Q2	$22K	Buy	5,550 +2,510	+83%	+$13K	﹤0.01%	1630
2022 Q1	$19K	Buy	+3,040	New	+$18.6K	﹤0.01%	1831

Other funds holding FPH

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Immersion Aventura, Florida $145M AUM 17.41% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return