Position in RF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$26,515
-$3,888 QoQ
Shares Held
878
-24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#944
of 1,096 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in RF 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. RF ranks #18 (0.8% 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 RF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,515 | 878 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $30,403 | 1,164 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,598 | 1,166 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $16,059 | 609 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,900 | 591 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $24,033 | 1,106 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $27,306 | 1,161 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $27,086 | 1,161 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,204 | 609 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,182 | 579 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,659 | 550 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,492 | 610 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,331 | 692 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,359 | 1,528 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,085 | 375 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $16,256 | 810 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $214,537 | 11,442 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $253,608 | 11,393 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $247,975 | 11,375 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $243,424 | 11,423 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $251,906 | 12,483 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $258,435 | 12,509 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||