Yousif Capital Management’s Spire SR Stock Holding History

Yousif 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 Q1	$1.56M	Sell	17,241 -973	-5%	-$85.4K	0.02%	802
2025 Q4	$1.52M	Sell	18,214 -305	-2%	-$26K	0.02%	855
2025 Q3	$1.51M	Sell	18,519 -1,236	-6%	-$94K	0.02%	869
2025 Q2	$1.44M	Sell	19,755 -179	-0.9%	-$13.4K	0.02%	926
2025 Q1	$1.56M	Sell	19,934 -237	-1%	-$17.3K	0.02%	861
2024 Q4	$1.37M	Sell	20,171 -967	-5%	-$64.8K	0.02%	968
2024 Q3	$1.42M	Sell	21,138 -2,906	-12%	-$189K	0.02%	952
2024 Q2	$1.46M	Sell	24,044 -804	-3%	-$48.6K	0.02%	920
2024 Q1	$1.52M	Buy	24,848 +457	+2%	+$27.3K	0.02%	951
2023 Q4	$1.52M	Buy	24,391 +65	+0.3%	+$3.88K	0.02%	973
2023 Q3	$1.38M	Sell	24,326 -1,425	-6%	-$86.4K	0.02%	954
2023 Q2	$1.63M	Sell	25,751 -887	-3%	-$59.5K	0.02%	883
2023 Q1	$1.87M	Sell	26,638 -165	-0.6%	-$11.7K	0.02%	808
2022 Q4	$1.85M	Buy	26,803 +91	+0.3%	+$6.19K	0.02%	818
2022 Q3	$1.67M	Sell	26,712 -2,386	-8%	-$171K	0.02%	859
2022 Q2	$2.16M	Buy	29,098 +1,645	+6%	+$124K	0.03%	765
2022 Q1	$1.97M	Buy	27,453 +665	+2%	+$44.1K	0.02%	939
2021 Q4	$1.75M	Buy	+26,788	New	+$1.69M	0.02%	1077

Other funds holding SR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Geode Capital Management

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

Fuller & Thaler Asset Management

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Adage Capital Partners

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