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Park Square Financial Group’s Sprouts Farmers Market SFM Stock Holding History

Park Square Financial Group’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42
Closed -$5.34K – 309
2025
Q4 		$5.34K Sell
42
-34
-45% -$3.05K 0.03% 186
2025
Q3 		$8.27K Buy
76
+19
+33% +$2.76K 0.04% 179
2025
Q2 		$9.38K Buy
57
+9
+19% +$1.47K 0.01% 610
2025
Q1 		$7.33K Sell
48
-68
-59% -$10.1K 0.01% 677
2024
Q4 		$14.7K Buy
+116
New +$15.4K 0.01% 502

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Park Square Financial Group's SFM Position: Q1 2026 in Review

Park Square Financial Group sold out of Sprouts Farmers Market (SFM) in Q1 2026, closing a stake of 42 shares — an estimated $5.34K sold.

Park Square Financial Group first reported a position in SFM in Q4 2024 and held it in 5 quarters. The position peaked at $14.7K in Q4 2024. 634 funds tracked by Wall St. Rank hold SFM as of Q1 2026.

  • Park Square Financial Group reported no remaining Sprouts Farmers Market position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 42 Sprouts Farmers Market shares in Q1 2026, an estimated $5.34K.
  • Park Square Financial Group first reported a position in Sprouts Farmers Market in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's Sprouts Farmers Market position peaked at $14.7K in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.