CFML
SPH icon

COMPASS FINANCIAL MANAGEMENT LLC’s Suburban Propane Partners SPH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8K Buy
+1,593
New +$30.5K ﹤0.01% 810

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

COMPASS FINANCIAL MANAGEMENT LLC's SPH Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Suburban Propane Partners (SPH) in Q2 2026: 1,593 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings.

121 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,593 shares of Suburban Propane Partners worth $28.8K as of Q2 2026.
  • Suburban Propane Partners was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Suburban Propane Partners made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #810 holding.
  • 121 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.