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Principal Securities’s Suburban Propane Partners SPH Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-221
Closed -$4.12K – 3217
2025
Q3 		$4.12K Sell
221
-8,000
-97% -$148K ﹤0.01% 3024
2025
Q2 		$152K Buy
+8,221
New +$160K ﹤0.01% 1359

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's SPH Position: Q4 2025 in Review

Principal Securities sold out of Suburban Propane Partners (SPH) in Q4 2025, closing a stake of 221 shares — an estimated $4.12K sold.

Principal Securities first reported a position in SPH in Q2 2025 and held it in 2 quarters. The position peaked at $152K in Q2 2025. 155 funds tracked by Wall St. Rank hold SPH as of Q4 2025.

  • Principal Securities reported no remaining Suburban Propane Partners position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 221 Suburban Propane Partners shares in Q4 2025, an estimated $4.12K.
  • Principal Securities first reported a position in Suburban Propane Partners in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Suburban Propane Partners position peaked at $152K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.