Root Financial Partners’s Spectrum Brands SPB Stock Holding History

Root Financial Partners’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	$8.18K	Buy	111 +15	+16%	+$1.07K	﹤0.01%	1759
2025 Q4	$5.67K	Buy	96 +38	+66%	+$2.14K	﹤0.01%	1726
2025 Q3	$3.05K	Buy	+58	New	+$3.21K	﹤0.01%	1880

Other funds holding SPB

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Root Financial Partners's SPB Position: Q1 2026 in Review

Root Financial Partners increased its Spectrum Brands (SPB) stake by 16% in Q1 2026, buying an estimated $1.07K and bringing the position to 111 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Root Financial Partners 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.

Root Financial Partners held 111 shares of Spectrum Brands worth $8.18K as of Q1 2026.
Root Financial Partners bought 15 Spectrum Brands shares in Q1 2026, an estimated $1.07K.
Spectrum Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1759 holding.
Root Financial Partners 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 Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.