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James T. Borello RIA’s Spectrum Brands SPB Stock Holding History

James T. Borello RIA’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 		$8.03K Hold
101
– – ﹤0.01% 658
2026
Q2 		$8.66K Hold
101
– – ﹤0.01% 635
2026
Q1 		$7.44K Hold
101
– – ﹤0.01% 654
2025
Q4 		$5.97K Sell
101
-1
-1% -$56 ﹤0.01% 530
2025
Q3 		$5.36K Buy
+102
New +$5.65K ﹤0.01% 441

Other funds holding SPB

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

James T. Borello RIA's SPB Position: Q3 2026 in Review

James T. Borello RIA held its Spectrum Brands (SPB) position steady in Q3 2026 at 101 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

James T. Borello RIA first reported a position in SPB in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.66K in Q2 2026. 33 funds tracked by Wall St. Rank hold SPB as of Q3 2026.

  • James T. Borello RIA held 101 shares of Spectrum Brands worth $8.03K as of Q3 2026.
  • James T. Borello RIA left its Spectrum Brands share count unchanged in Q3 2026.
  • Spectrum Brands made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #658 holding.
  • James T. Borello RIA first reported a position in Spectrum Brands in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Spectrum Brands position peaked at $8.66K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Spectrum Brands as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.