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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
Q2 		– Sell
-111
Closed -$8.18K – 2769
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

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Vanguard Portfolio Management
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LSV Asset Management
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Dimensional Fund Advisors
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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

Root Financial Partners's SPB Position: Q2 2026 in Review

Root Financial Partners sold out of Spectrum Brands (SPB) in Q2 2026, closing a stake of 111 shares — an estimated $8.18K sold.

Root Financial Partners first reported a position in SPB in Q3 2025 and held it in 3 quarters. The position peaked at $8.18K in Q1 2026. 304 funds tracked by Wall St. Rank hold SPB as of Q2 2026.

  • Root Financial Partners reported no remaining Spectrum Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 111 Spectrum Brands shares in Q2 2026, an estimated $8.18K.
  • Root Financial Partners first reported a position in Spectrum Brands in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Spectrum Brands position peaked at $8.18K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Spectrum Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.