Kestra Private Wealth Services’s Suburban Propane Partners SPH Stock Holding History

Kestra Private Wealth Services’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 Q1	$316K	Hold	16,033	–	–	﹤0.01%	1434
2025 Q4	$297K	Hold	16,033	–	–	﹤0.01%	1432
2025 Q3	$299K	Buy	16,033 +3,000	+23%	+$55.4K	﹤0.01%	1363
2025 Q2	$242K	Buy	13,033 +2,683	+26%	+$52.1K	﹤0.01%	1414
2025 Q1	$217K	Buy	+10,350	New	+$211K	﹤0.01%	1352

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Kestra Private Wealth Services's SPH Position: Q1 2026 in Review

Kestra Private Wealth Services held its Suburban Propane Partners (SPH) position steady in Q1 2026 at 16,033 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Kestra Private Wealth Services first reported a position in SPH in Q1 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold SPH as of Q1 2026.

Kestra Private Wealth Services held 16,033 shares of Suburban Propane Partners worth $316K as of Q1 2026.
Kestra Private Wealth Services left its Suburban Propane Partners share count unchanged in Q1 2026.
Suburban Propane Partners made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1434 holding.
Kestra Private Wealth Services first reported a position in Suburban Propane Partners in Q1 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.