EverSource Wealth Advisors’s Spectrum Brands SPB Stock Holding History

EverSource Wealth Advisors’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 Q2	$14.4K	Buy	168 +6	+4%	+$485	﹤0.01%	2676
2026 Q1	$11.9K	Buy	162 +26	+19%	+$1.85K	﹤0.01%	2822
2025 Q4	$8.04K	Sell	136 -211	-61%	-$11.9K	﹤0.01%	2910
2025 Q3	$18.2K	Sell	347 -3	-0.9%	-$166	﹤0.01%	2431
2025 Q2	$18.6K	Sell	350 -1,309	-79%	-$78.1K	﹤0.01%	2359
2025 Q1	$119K	Buy	1,659 +169	+11%	+$13.3K	0.01%	851
2024 Q4	$126K	Buy	1,490 +5	+0.3%	+$453	0.01%	833
2024 Q3	$141K	Buy	1,485 +11	+0.7%	+$973	0.01%	678
2024 Q2	$125K	Buy	1,474 +1,363	+1,228%	+$118K	0.01%	717
2024 Q1	$9.09K	Buy	111 +1	+0.9%	+$82	﹤0.01%	1737
2023 Q4	$8.78K	Sell	110 -27	-20%	-$2.03K	﹤0.01%	1619
2023 Q3	$10.8K	Buy	137 +27	+25%	+$2.13K	﹤0.01%	1395
2023 Q2	$8.59K	Hold	110	–	–	﹤0.01%	1503
2023 Q1	$7.28K	Hold	110	–	–	﹤0.01%	1504
2022 Q4	$6.7K	Buy	+110	New	+$5.54K	﹤0.01%	1485

Other funds holding SPB

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

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

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

CCM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

EverSource Wealth Advisors's SPB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Spectrum Brands (SPB) stake by 3.7% in Q2 2026, buying an estimated $485 and bringing the position to 168 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

EverSource Wealth Advisors first reported a position in SPB in Q4 2022 and has held it in 15 quarters since. The position peaked at $141K in Q3 2024. 304 funds tracked by Wall St. Rank hold SPB as of Q2 2026.

EverSource Wealth Advisors held 168 shares of Spectrum Brands worth $14.4K as of Q2 2026.
EverSource Wealth Advisors bought 6 Spectrum Brands shares in Q2 2026, an estimated $485.
Spectrum Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2676 holding.
EverSource Wealth Advisors first reported a position in Spectrum Brands in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Spectrum Brands position peaked at $141K in Q3 2024.
304 funds tracked by Wall St. Rank held Spectrum Brands as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.