Root Financial Partners’s Suburban Propane Partners SPH Stock Holding History

Root Financial Partners’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	–	Sell	-4,100	Closed	-$80.7K	–	2775
2026 Q1	$80.7K	Hold	4,100	–	–	﹤0.01%	657
2025 Q4	$76K	Hold	4,100	–	–	﹤0.01%	566
2025 Q3	$76.5K	Buy	+4,100	New	+$75.7K	﹤0.01%	527

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Root Financial Partners's SPH Position: Q2 2026 in Review

Root Financial Partners sold out of Suburban Propane Partners (SPH) in Q2 2026, closing a stake of 4,100 shares — an estimated $80.7K sold.

Root Financial Partners first reported a position in SPH in Q3 2025 and held it in 3 quarters. The position peaked at $80.7K in Q1 2026. 143 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

Root Financial Partners reported no remaining Suburban Propane Partners position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,100 Suburban Propane Partners shares in Q2 2026, an estimated $80.7K.
Root Financial Partners first reported a position in Suburban Propane Partners in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Suburban Propane Partners position peaked at $80.7K in Q1 2026.
143 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.