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Kelleher Financial Advisors’s Suburban Propane Partners SPH Stock Holding History

Kelleher Financial Advisors’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 		$16.8K Hold
982
– – ﹤0.01% 568
2026
Q1 		$18.2K Hold
982
– – ﹤0.01% 484
2025
Q4 		$18.2K Hold
982
– – ﹤0.01% 518
2025
Q3 		$18.3K Buy
+982
New +$18.1K ﹤0.01% 445
2017
Q1 		– Sell
-49,417
Closed -$1.49M – 127
2016
Q4 		$1.49M Sell
49,417
-18,734
-27% -$573K 0.83% 37
2016
Q3 		$2.27M Sell
68,151
-40
-0.1% -$1.35K 1.28% 29
2016
Q2 		$2.28M Sell
68,191
-420
-0.6% -$13.4K 1.38% 25
2016
Q1 		$2.05M Sell
68,611
-735
-1% -$19.3K 1.13% 29
2015
Q4 		$1.69M Sell
69,346
-4,100
-6% -$126K 1.14% 31
2015
Q3 		$2.41M Sell
73,446
-1,623
-2% -$59.8K 1.6% 21
2015
Q2 		$2.99M Sell
75,069
-50
-0.1% -$2.13K 1.71% 17
2015
Q1 		$3.23M Sell
75,119
-1,333
-2% -$58.9K 1.78% 16
2014
Q4 		$3.31M Sell
76,452
-100
-0.1% -$4.44K 1.77% 18
2014
Q3 		$3.44M Sell
76,552
-1,254
-2% -$55.9K 1.87% 15
2014
Q2 		$3.58M Buy
77,806
+1,025
+1% +$46.1K 1.87% 15
2014
Q1 		$3.19M Buy
76,781
+219
+0.3% +$9.59K 1.73% 16
2013
Q4 		$3.59M Sell
76,562
-1,805
-2% -$83.8K 1.86% 12
2013
Q3 		$3.67M Sell
78,367
-2,040
-3% -$95.5K 2.09% 10
2013
Q2 		$3.73M Buy
+80,407
New +$3.8M 2.28% 8

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

Kelleher Financial Advisors's SPH Position: Q2 2026 in Review

Kelleher Financial Advisors held its Suburban Propane Partners (SPH) position steady in Q2 2026 at 982 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Kelleher Financial Advisors first reported a position in SPH in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.73M in Q2 2013. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • Kelleher Financial Advisors held 982 shares of Suburban Propane Partners worth $16.8K as of Q2 2026.
  • Kelleher Financial Advisors left its Suburban Propane Partners share count unchanged in Q2 2026.
  • Suburban Propane Partners made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #568 holding.
  • Kelleher Financial Advisors first reported a position in Suburban Propane Partners in Q2 2013 and has held it in 19 quarters since.
  • Kelleher Financial Advisors's Suburban Propane Partners position peaked at $3.73M in Q2 2013.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.