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Summit Securities Group’s Spire SR Stock Holding History

Summit Securities Group’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 		$109K Buy
1,401
+613
+78% +$52.7K 0.01% 368
2026
Q1 		$71.3K Buy
+788
New +$69.1K 0.01% 329
2023
Q2 		– Sell
-1
Closed – – 1086
2023
Q1 		$0 Buy
+1
New +$71 ﹤0.01% 1264

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 Securities Group's SR Position: Q2 2026 in Review

Summit Securities Group increased its Spire (SR) stake by 78% in Q2 2026, buying an estimated $52.7K and bringing the position to 1,401 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #368.

Summit Securities Group first reported a position in SR in Q1 2023 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Summit Securities Group held 1,401 shares of Spire worth $109K as of Q2 2026.
  • Summit Securities Group bought 613 Spire shares in Q2 2026, an estimated $52.7K.
  • Spire made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #368 holding.
  • Summit Securities Group first reported a position in Spire in Q1 2023 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.