Position in IFS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,696
+$676 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 15 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in IFS 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. IFS ranks #28 (0.2% 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 IFS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,696 | 100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,020 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,236 | 100 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,034 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,813 | 100 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,313 | 100 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||