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Evergreen Capital Management’s Spectrum Brands SPB Stock Holding History

Evergreen Capital 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
2026
Q1 		$304K Sell
4,122
-37
-0.9% -$2.64K 0.01% 1109
2025
Q4 		$246K Sell
4,159
-178
-4% -$10K 0.01% 1172
2025
Q3 		$228K Buy
+4,337
New +$240K 0.01% 1151

Other funds holding SPB

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Evergreen Capital Management's SPB Position: Q1 2026 in Review

Evergreen Capital Management reduced its Spectrum Brands (SPB) stake by 0.89% in Q1 2026, selling an estimated $2.64K and leaving 4,122 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1109.

Evergreen Capital Management first reported a position in SPB in Q3 2025 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold SPB as of Q1 2026.

  • Evergreen Capital Management held 4,122 shares of Spectrum Brands worth $304K as of Q1 2026.
  • Evergreen Capital Management sold 37 Spectrum Brands shares in Q1 2026, an estimated $2.64K.
  • Spectrum Brands made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1109 holding.
  • Evergreen Capital Management first reported a position in Spectrum Brands in Q3 2025 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Spectrum Brands as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.