SR Spire Inc Com

Ownership history in Bank & Trust Co  ·  8 quarters on record

AI Ownership Summary

Bank & Trust Co reported Spire Inc Com (SR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.55% in 2025 Q1. The latest visible filing shows SR at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in Spire Inc Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SR was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank & Trust Co held SR — position size vs. price
% of Fund (quarterly)    SR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,426 -164 -1.9% 0.51% $763K 2026-04-13 $92.39
2025 Q4 UNCHANGED 8,590 0% 0.50% $710K 2026-01-13 $80.80
2025 Q3 UNCHANGED 8,590 0% 0.52% $700K 2025-10-06 $79.92
2025 Q2 UNCHANGED 8,590 0% 0.50% $627K 2025-07-14 $73.39
2025 Q1 REDUCED 8,590 -200 -2.3% 0.55% $672K 2025-04-09 $71.63
2024 Q4 REDUCED 8,790 -491 -5.3% 0.50% $596K 2025-01-07 $63.22
2024 Q3 UNCHANGED 9,281 0% 0.51% $625K 2024-10-09 $60.50
2024 Q2 INITIATED 9,281 0.48% $564K 2024-07-08 $54.98

FAQ About Bank & Trust Co and SR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank & Trust Co reported owning SR?

Bank & Trust Co reported SR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SR position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for SR was 0.55% in 2025 Q1.

What is the latest reported SR position on this page?

The most recent filing on this page is 2026 Q1, when Bank & Trust Co reported 8,426 shares, equal to 0.51% of portfolio, with an estimated market value of $763K.

What does the chart on this SR ownership page compare?

The chart compares Bank & Trust Co's quarterly SR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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