Sunbelt Securities’s Spire SR Stock Holding History

Sunbelt Securities’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	$1.36K	Hold	15	–	–	﹤0.01%	2023
2025 Q4	$1.24K	Hold	15	–	–	﹤0.01%	1999
2025 Q3	$1.22K	Buy	+15	New	+$1.14K	﹤0.01%	1997

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Sunbelt Securities's SR Position: Q1 2026 in Review

Sunbelt Securities held its Spire (SR) position steady in Q1 2026 at 15 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Sunbelt Securities first reported a position in SR in Q3 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

Sunbelt Securities held 15 shares of Spire worth $1.36K as of Q1 2026.
Sunbelt Securities left its Spire share count unchanged in Q1 2026.
Spire made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2023 holding.
Sunbelt Securities first reported a position in Spire in Q3 2025 and has held it in 3 quarters since.
400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.