Congress Wealth Management’s Spectrum Brands SPB Stock Holding History

Congress Wealth Management’s Portfolio SPB Stock Details SPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	25,547 +8,780	+52%	+$524K	0.01%	632
2025 Q1	$1.2M	Buy	16,767 +5,458	+48%	+$428K	0.01%	593
2024 Q4	$956K	Sell	11,309 -13,064	-54%	-$1.18M	0.01%	527
2024 Q3	$2.32M	Buy	24,373 +8,135	+50%	+$719K	0.03%	398
2024 Q2	$1.4M	Buy	+16,238	New	+$1.41M	0.02%	392

Other funds holding SPB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Congress Wealth Management's SPB Position: Q2 2025 in Review

Congress Wealth Management increased its Spectrum Brands (SPB) stake by 52% in Q2 2025, buying an estimated $524K and bringing the position to 25,547 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #632.

Congress Wealth Management first reported a position in SPB in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.32M in Q3 2024. 259 funds tracked by Wall St. Rank hold SPB as of Q2 2025.

Congress Wealth Management held 25,547 shares of Spectrum Brands worth $1.35M as of Q2 2025.
Congress Wealth Management bought 8,780 Spectrum Brands shares in Q2 2025, an estimated $524K.
Spectrum Brands made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #632 holding.
Congress Wealth Management first reported a position in Spectrum Brands in Q2 2024 and has held it in 5 quarters since.
Congress Wealth Management's Spectrum Brands position peaked at $2.32M in Q3 2024.
259 funds tracked by Wall St. Rank held Spectrum Brands as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.