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Sequoia Financial Advisors’s Spectrum Brands SPB Stock Holding History

Sequoia Financial 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 		$374K Sell
4,356
-2,799
-39% -$226K ﹤0.01% 1525
2026
Q1 		$527K Buy
7,155
+3,103
+77% +$221K ﹤0.01% 1246
2025
Q4 		$239K Buy
+4,052
New +$228K ﹤0.01% 1703

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

Sequoia Financial Advisors's SPB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Spectrum Brands (SPB) stake by 39% in Q2 2026, selling an estimated $226K and leaving 4,356 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Sequoia Financial Advisors first reported a position in SPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $527K in Q1 2026. 304 funds tracked by Wall St. Rank hold SPB as of Q2 2026.

  • Sequoia Financial Advisors held 4,356 shares of Spectrum Brands worth $374K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,799 Spectrum Brands shares in Q2 2026, an estimated $226K.
  • Spectrum Brands made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1525 holding.
  • Sequoia Financial Advisors first reported a position in Spectrum Brands in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Spectrum Brands position peaked at $527K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Spectrum Brands as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.