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Legacy Financial Strategies’s Suburban Propane Partners SPH Stock Holding History

Legacy Financial Strategies’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 		$239K Hold
14,000
– – 0.04% 135
2026
Q1 		$276K Hold
14,000
– – 0.05% 120
2025
Q4 		$260K Hold
14,000
– – 0.05% 120
2025
Q3 		$261K Hold
14,000
– – 0.05% 118
2025
Q2 		$259K Hold
14,000
– – 0.05% 110
2025
Q1 		$294K Hold
14,000
– – 0.06% 90
2024
Q4 		$247K Hold
14,000
– – 0.05% 104
2024
Q3 		$251K Hold
14,000
– – 0.06% 99
2024
Q2 		$269K Sell
14,000
-3,000
-18% -$59K 0.06% 78
2024
Q1 		$347K Sell
17,000
-3,600
-17% -$70.4K 0.09% 68
2023
Q4 		$366K Sell
20,600
-100
-0.5% -$1.7K 0.1% 62
2023
Q3 		$347K Hold
20,700
– – 0.11% 60
2023
Q2 		$306K Hold
20,700
– – 0.1% 59
2023
Q1 		$317K Hold
20,700
– – 0.12% 58
2022
Q4 		$314K Sell
20,700
-1,400
-6% -$22.4K 0.13% 55
2022
Q3 		$333K Hold
22,100
– – 0.16% 54
2022
Q2 		$337K Hold
22,100
– – 0.17% 53
2022
Q1 		$356K Hold
22,100
– – 0.15% 54
2021
Q4 		$324K Sell
22,100
-300
-1% -$4.54K 0.14% 53
2021
Q3 		$344K Hold
22,400
– – 0.16% 54
2021
Q2 		$344K Hold
22,400
– – 0.16% 54
2021
Q1 		$332K Hold
22,400
– – 0.18% 53
2020
Q4 		$333K Hold
22,400
– – 0.17% 54
2020
Q3 		$365K Hold
22,400
– – 0.21% 51
2020
Q2 		$320K Buy
22,400
+500
+2% +$7.17K 0.25% 50
2020
Q1 		$310K Hold
21,900
– – 0.29% 47
2019
Q4 		$479K Hold
21,900
– – 0.39% 47
2019
Q3 		$524K Sell
21,900
-600
-3% -$14.2K 0.47% 42
2019
Q2 		$536K Hold
22,500
– – 0.5% 39
2019
Q1 		$504K Buy
22,500
+2,000
+10% +$44.2K 0.43% 40
2018
Q4 		$395K Hold
20,500
– – 0.39% 39
2018
Q3 		$462K Buy
20,500
+1,000
+5% +$23.4K 0.47% 38
2018
Q2 		$458K Hold
19,500
– – 0.41% 51
2018
Q1 		$429K Buy
19,500
+4,000
+26% +$97.6K 0.42% 47
2017
Q4 		$375K Buy
+15,500
New +$386K 0.4% 52

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

Legacy Financial Strategies's SPH Position: Q2 2026 in Review

Legacy Financial Strategies held its Suburban Propane Partners (SPH) position steady in Q2 2026 at 14,000 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #135.

Legacy Financial Strategies first reported a position in SPH in Q4 2017 and has held it in 35 quarters since. The position peaked at $536K in Q2 2019. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • Legacy Financial Strategies held 14,000 shares of Suburban Propane Partners worth $239K as of Q2 2026.
  • Legacy Financial Strategies left its Suburban Propane Partners share count unchanged in Q2 2026.
  • Suburban Propane Partners made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #135 holding.
  • Legacy Financial Strategies first reported a position in Suburban Propane Partners in Q4 2017 and has held it in 35 quarters since.
  • Legacy Financial Strategies's Suburban Propane Partners position peaked at $536K in Q2 2019.
  • 144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.