IFG
SPH icon

Independent Financial Group’s Suburban Propane Partners SPH Stock Holding History

Independent Financial Group’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 		$259K Buy
15,134
+25
+0.2% +$478 ﹤0.01% 1340
2026
Q1 		$298K Sell
15,109
-531
-3% -$10.6K 0.01% 1164
2025
Q4 		$290K Buy
15,640
+25
+0.2% +$469 0.01% 1168
2025
Q3 		$291K Buy
15,615
+26
+0.2% +$480 0.01% 1105
2025
Q2 		$289K Buy
15,589
+23
+0.1% +$447 0.01% 1049
2025
Q1 		$327K Sell
15,566
-779
-5% -$15.9K 0.01% 893
2024
Q4 		$281K Sell
16,345
-277
-2% -$5.1K 0.01% 925
2024
Q3 		$298K Sell
16,622
-1,262
-7% -$22.8K 0.01% 886
2024
Q2 		$340K Buy
17,884
+21
+0.1% +$413 0.01% 773
2024
Q1 		$365K Sell
17,863
-1,540
-8% -$30.1K 0.02% 703
2023
Q4 		$345K Sell
19,403
-2,250
-10% -$38.3K 0.02% 668
2023
Q3 		$348K Buy
21,653
+27
+0.1% +$399 0.02% 603
2023
Q2 		$320K Buy
21,626
+5,172
+31% +$78.2K 0.02% 622
2023
Q1 		$252K Buy
+16,454
New +$255K 0.02% 686

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Independent Financial Group's SPH Position: Q2 2026 in Review

Independent Financial Group increased its Suburban Propane Partners (SPH) stake by 0.17% in Q2 2026, buying an estimated $478 and bringing the position to 15,134 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Independent Financial Group first reported a position in SPH in Q1 2023 and has held it in 14 quarters since. The position peaked at $365K in Q1 2024. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • Independent Financial Group held 15,134 shares of Suburban Propane Partners worth $259K as of Q2 2026.
  • Independent Financial Group bought 25 Suburban Propane Partners shares in Q2 2026, an estimated $478.
  • Suburban Propane Partners made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1340 holding.
  • Independent Financial Group first reported a position in Suburban Propane Partners in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Suburban Propane Partners position peaked at $365K in Q1 2024.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.