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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
Q2 		$284K Sell
3,594
-40
-1% -$3.44K ﹤0.01% 1351
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
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

Summit Financial's SR Position: Q2 2026 in Review

Summit Financial reduced its Spire (SR) stake by 1.1% in Q2 2026, selling an estimated $3.44K and leaving 3,594 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Summit Financial first reported a position in SR in Q3 2025 and has held it in 4 quarters since. The position peaked at $332K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Summit Financial held 3,594 shares of Spire worth $284K as of Q2 2026.
  • Summit Financial sold 40 Spire shares in Q2 2026, an estimated $3.44K.
  • Spire made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1351 holding.
  • Summit Financial first reported a position in Spire in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Spire position peaked at $332K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.