BSC
SR icon

BOLTON SECURITIES CORPORATION’s Spire SR Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$321K Sell
4,220
-290
-6% -$23.5K 0.01% 727
2026
Q2 		$352K Hold
4,510
– – 0.01% 710
2026
Q1 		$408K Buy
+4,510
New +$396K 0.02% 599
2025
Q3 		$451K Buy
+5,535
New +$421K 0.02% 537
2025
Q1 		$453K Buy
+5,794
New +$424K 0.03% 506

Other funds holding SR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Spire (SR) stake by 6.4% in Q3 2026, selling an estimated $23.5K and leaving 4,220 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #727.

BOLTON SECURITIES CORPORATION first reported a position in SR in Q1 2025 and has held it in 5 quarters since. The position peaked at $453K in Q1 2025. 255 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,220 shares of Spire worth $321K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 290 Spire shares in Q3 2026, an estimated $23.5K.
  • Spire made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #727 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Spire in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Spire position peaked at $453K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.