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Summit Financial’s Spire SR Stock Holding History

Summit Financial’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
Q1 		$332K Buy
3,634
+52
+1% +$4.56K ﹤0.01% 1149
2025
Q4 		$299K Buy
3,582
+14
+0.4% +$1.19K ﹤0.01% 1089
2025
Q3 		$291K Buy
+3,568
New +$271K ﹤0.01% 1072

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Summit Financial's SR Position: Q1 2026 in Review

Summit Financial increased its Spire (SR) stake by 1.5% in Q1 2026, buying an estimated $4.56K and bringing the position to 3,634 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Summit Financial first reported a position in SR in Q3 2025 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Summit Financial held 3,634 shares of Spire worth $332K as of Q1 2026.
  • Summit Financial bought 52 Spire shares in Q1 2026, an estimated $4.56K.
  • Spire made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1149 holding.
  • Summit Financial first reported a position in Spire in Q3 2025 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.