Wedge Capital Management’s Spire SR Stock Holding History

Wedge Capital 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	$16.2M	Sell	207,633 -5,332	-3%	-$458K	0.27%	97
2026 Q1	$19.3M	Buy	212,965 +179,309	+533%	+$15.7M	0.36%	96
2025 Q4	$2.78M	Sell	33,656 -520	-2%	-$44.3K	0.05%	290
2025 Q3	$2.79M	Buy	34,176 +2,454	+8%	+$187K	0.05%	287
2025 Q2	$2.32M	Sell	31,722 -4,726	-13%	-$354K	0.04%	303
2025 Q1	$2.85M	Sell	36,448 -11,336	-24%	-$829K	0.06%	260
2024 Q4	$3.24M	Buy	+47,784	New	+$3.2M	0.06%	263

Other funds holding SR

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return