Root Financial Partners
SPB icon

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
Q3 		$9.9K Buy
+125
New +$10.9K ﹤0.01% 1912
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 +$3.22K ﹤0.01% 1880

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Callodine Capital Management
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Vanguard Portfolio Management
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LSV Asset Management
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Vanguard Capital Management
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Quantinno Capital Management
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Dimensional Fund Advisors
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State Street
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Root Financial Partners's SPB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Spectrum Brands (SPB) in Q3 2026: 125 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #1912 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPB as recently as Q1 2026.

Root Financial Partners first reported a position in SPB in Q3 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold SPB as of Q3 2026.

  • Root Financial Partners held 125 shares of Spectrum Brands worth $9.9K as of Q3 2026.
  • Spectrum Brands was a new Root Financial Partners position in Q3 2026.
  • Spectrum Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1912 holding.
  • Root Financial Partners first reported a position in Spectrum Brands in Q3 2025 and has held it in 4 quarters since.
  • 248 funds tracked by Wall St. Rank held Spectrum Brands as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.