JFS Wealth Advisors’s Spectrum Brands SPB Stock Holding History

JFS 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	$429	Hold	5	–	–	﹤0.01%	1983
2026 Q1	$369	Sell	5 -4	-44%	-$285	﹤0.01%	1794
2025 Q4	$532	Hold	9	–	–	﹤0.01%	1796
2025 Q3	$473	Hold	9	–	–	﹤0.01%	1772
2025 Q2	$477	Sell	9 -12	-57%	-$716	﹤0.01%	1704
2025 Q1	$1.5K	Hold	21	–	–	﹤0.01%	1566
2024 Q4	$1.77K	Hold	21	–	–	﹤0.01%	1523
2024 Q3	$2K	Hold	21	–	–	﹤0.01%	1493
2024 Q2	$1.8K	Hold	21	–	–	﹤0.01%	1469
2024 Q1	$1.87K	Hold	21	–	–	﹤0.01%	1469
2023 Q4	$1.68K	Sell	21 -3	-13%	-$226	﹤0.01%	1504
2023 Q3	$1.88K	Hold	24	–	–	﹤0.01%	1382
2023 Q2	$1.87K	Buy	24 +4	+20%	+$285	﹤0.01%	1406
2023 Q1	$1.32K	Buy	20 +1	+5%	+$63	﹤0.01%	1505
2022 Q4	$1.16K	Buy	19 +1	+6%	+$50	﹤0.01%	1559
2022 Q3	$1K	Buy	18 +4	+29%	+$258	﹤0.01%	1649
2022 Q2	$1K	Sell	14 -17	-55%	-$1.46K	﹤0.01%	1639
2022 Q1	$3K	Buy	31 +16	+107%	+$1.47K	﹤0.01%	1319
2021 Q4	$2K	Buy	+15	New	+$1.47K	﹤0.01%	1162
2019 Q4	–	Sell	-23	Closed	-$1K	–	546
2019 Q3	$1K	Buy	+23	New	+$1.2K	﹤0.01%	497

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

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

JFS Wealth Advisors held its Spectrum Brands (SPB) position steady in Q2 2026 at 5 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

JFS Wealth Advisors first reported a position in SPB in Q3 2019 and has held it in 20 quarters since. The position peaked at $3K in Q1 2022. 304 funds tracked by Wall St. Rank hold SPB as of Q2 2026.

JFS Wealth Advisors held 5 shares of Spectrum Brands worth $429 as of Q2 2026.
JFS Wealth Advisors left its Spectrum Brands share count unchanged in Q2 2026.
Spectrum Brands made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1983 holding.
JFS Wealth Advisors first reported a position in Spectrum Brands in Q3 2019 and has held it in 20 quarters since.
JFS Wealth Advisors's Spectrum Brands position peaked at $3K in Q1 2022.
304 funds tracked by Wall St. Rank held Spectrum Brands as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.