Position in CFR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$83,904
+$9,470 QoQ
Shares Held
543
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 566 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $3,457,278 across 55 Banks - Regional names. CFR ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
12,776 | $720,183 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
59,566 | $486,654 | |
| 3 | TFC |
Truist Financial Corp
|
8,363 | $416,644 | |
| 4 | HDB |
Hdfc Bank Ltd
|
11,592 | $299,421 | |
| 5 | USB |
US Bancorp \De\
|
3,633 | $219,433 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
6,300 | $174,762 | |
| 7 | MNSB |
MainStreet Bancshares, Inc.
|
6,257 | $154,485 | |
| 8 | MTB |
M&T Bank Corp
|
570 | $135,665 |
All Filings in CFR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,904 | 543 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $74,434 | 543 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $68,760 | 543 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $68,836 | 543 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $69,797 | 543 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $67,983 | 543 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $72,897 | 543 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $60,739 | 543 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $55,185 | 543 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $61,800 | 549 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $58,910 | 543 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $49,527 | 543 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $58,496 | 544 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $57,199 | 543 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $73,133 | 547 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $71,795 | 543 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $63,698 | 547 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $75,156 | 543 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $69,968 | 555 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $64,410 | 543 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $83,216 | 743 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $82,113 | 755 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||