VNIM
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Vaughan Nelson Investment Management’s Spire SR Stock Holding History

Vaughan Nelson Investment Management’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 		$82.1M Buy
1,051,301
+199,569
+23% +$17.1M 0.73% 50
2026
Q1 		$77.1M Sell
851,732
-102,900
-11% -$9.03M 0.77% 50
2025
Q4 		$78.9M Sell
954,632
-48,630
-5% -$4.15M 0.77% 40
2025
Q3 		$81.8M Buy
1,003,262
+29,135
+3% +$2.22M 0.74% 49
2025
Q2 		$71.1M Buy
974,127
+80,965
+9% +$6.06M 0.67% 55
2025
Q1 		$69.9M Buy
+893,162
New +$65.3M 0.7% 52
2024
Q1 		– Sell
-772,012
Closed -$48.1M – 255
2023
Q4 		$48.1M Buy
772,012
+80,405
+12% +$4.8M 0.48% 57
2023
Q3 		$39.1M Buy
691,607
+67,450
+11% +$4.09M 0.44% 59
2023
Q2 		$39.6M Buy
624,157
+70,537
+13% +$4.73M 0.44% 66
2023
Q1 		$38.8M Sell
553,620
-12,490
-2% -$886K 0.48% 58
2022
Q4 		$39M Buy
566,110
+59,640
+12% +$4.06M 0.51% 60
2022
Q3 		$31.6M Sell
506,470
-74,705
-13% -$5.34M 0.46% 75
2022
Q2 		$43.2M Sell
581,175
-30,850
-5% -$2.32M 0.58% 49
2022
Q1 		$43.9M Buy
612,025
+47,415
+8% +$3.14M 0.5% 60
2021
Q4 		$36.8M Sell
564,610
-141,125
-20% -$8.93M 0.38% 82
2021
Q3 		$43.2M Buy
705,735
+177,805
+34% +$12.2M 0.44% 78
2021
Q2 		$38.2M Buy
527,930
+513,130
+3,467% +$38.2M 0.39% 92
2021
Q1 		$1.09M Hold
14,800
– – 0.01% 159
2020
Q4 		$948K Hold
14,800
– – 0.01% 161
2020
Q3 		$787K Sell
14,800
-765,830
-98% -$45.7M 0.01% 168
2020
Q2 		$51.3M Sell
780,630
-9,929
-1% -$708K 0.73% 38
2020
Q1 		$58.9M Buy
790,559
+8,200
+1% +$657K 1.01% 27
2019
Q4 		$65.2M Sell
782,359
-23,150
-3% -$1.9M 0.81% 39
2019
Q3 		$70.3M Sell
805,509
-13,115
-2% -$1.11M 0.94% 31
2019
Q2 		$68.7M Sell
818,624
-41,525
-5% -$3.48M 0.91% 33
2019
Q1 		$70.8M Sell
860,149
-17,325
-2% -$1.35M 0.95% 26
2018
Q4 		$65M Buy
877,474
+64,425
+8% +$4.87M 0.93% 30
2018
Q3 		$59.8M Sell
813,049
-64,575
-7% -$4.77M 0.7% 43
2018
Q2 		$62M Buy
877,624
+145,475
+20% +$10.3M 0.74% 49
2018
Q1 		$52.9M Sell
732,149
-140,376
-16% -$9.57M 0.65% 62
2017
Q4 		$65.6M Sell
872,525
-23,775
-3% -$1.84M 0.76% 37
2017
Q3 		$66.9M Buy
896,300
+31,775
+4% +$2.36M 0.79% 39
2017
Q2 		$60.3M Buy
864,525
+30,775
+4% +$2.15M 0.72% 42
2017
Q1 		$56.3M Buy
833,750
+306,800
+58% +$20M 0.66% 62
2016
Q4 		$34M Buy
526,950
+54,125
+11% +$3.4M 0.4% 116
2016
Q3 		$30.1M Sell
472,825
-171,225
-27% -$11.4M 0.36% 127
2016
Q2 		$45.6M Sell
644,050
-21,100
-3% -$1.39M 0.58% 81
2016
Q1 		$45.1M Sell
665,150
-806,850
-55% -$51.4M 0.57% 79
2015
Q4 		$87.5M Buy
+1,472,000
New +$84.9M 1.12% 17

Other funds holding SR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vaughan Nelson Investment Management's SR Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its Spire (SR) stake by 23% in Q2 2026, buying an estimated $17.1M and bringing the position to 1,051,301 shares worth $82.1M. The position accounts for 0.73% of the portfolio, ranked #50.

Vaughan Nelson Investment Management first reported a position in SR in Q4 2015 and has held it in 39 quarters since. The position peaked at $87.5M in Q4 2015. 75 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Vaughan Nelson Investment Management held 1,051,301 shares of Spire worth $82.1M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 199,569 Spire shares in Q2 2026, an estimated $17.1M.
  • Spire made up 0.73% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #50 holding.
  • Vaughan Nelson Investment Management first reported a position in Spire in Q4 2015 and has held it in 39 quarters since.
  • Vaughan Nelson Investment Management's Spire position peaked at $87.5M in Q4 2015.
  • 75 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.