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Pinnacle Wealth Planning Services’s Spectrum Brands SPB Stock Holding History

Pinnacle Wealth Planning Services’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 		$29.6K Hold
345
– – ﹤0.01% 1596
2026
Q1 		$25.4K Buy
345
+105
+44% +$7.48K ﹤0.01% 1569
2025
Q4 		$14.2K Buy
+240
New +$13.5K ﹤0.01% 1871
2024
Q3 		– Sell
-2,348
Closed -$202K – 557
2024
Q2 		$202K Hold
2,348
– – 0.03% 426
2024
Q1 		$209K Buy
+2,348
New +$192K 0.03% 416

Other funds holding SPB

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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

Pinnacle Wealth Planning Services's SPB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Spectrum Brands (SPB) position steady in Q2 2026 at 345 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Pinnacle Wealth Planning Services first reported a position in SPB in Q1 2024 and has held it in 5 quarters since. The position peaked at $209K in Q1 2024. 304 funds tracked by Wall St. Rank hold SPB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 345 shares of Spectrum Brands worth $29.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Spectrum Brands share count unchanged in Q2 2026.
  • Spectrum Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1596 holding.
  • Pinnacle Wealth Planning Services first reported a position in Spectrum Brands in Q1 2024 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Spectrum Brands position peaked at $209K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Spectrum Brands as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.