Spire Wealth Management
FPH icon

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

RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
I
Immersion Aventura, Florida $179M AUM 2.51% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return

Spire Wealth Management's FPH Position: Q1 2026 in Review

Spire Wealth Management sold out of Five Point Holdings (FPH) in Q1 2026, closing a stake of 2,600 shares — an estimated $14.5K sold.

Spire Wealth Management first reported a position in FPH in Q1 2022 and held it in 16 quarters. The position peaked at $66.2K in Q3 2025. 84 funds tracked by Wall St. Rank hold FPH as of Q1 2026.

  • Spire Wealth Management reported no remaining Five Point Holdings position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2,600 Five Point Holdings shares in Q1 2026, an estimated $14.5K.
  • Spire Wealth Management first reported a position in Five Point Holdings in Q1 2022 and held it in 16 quarters.
  • Spire Wealth Management's Five Point Holdings position peaked at $66.2K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Five Point Holdings as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.