Root Financial Partners
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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
Q3 		$67.4K Buy
+4,100
New +$72.3K ﹤0.01% 930
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
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bowen Hanes & Co
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Root Financial Partners's SPH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Suburban Propane Partners (SPH) in Q3 2026: 4,100 shares worth $67.4K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPH as recently as Q1 2026.

Root Financial Partners first reported a position in SPH in Q3 2025 and has held it in 4 quarters since. The position peaked at $80.7K in Q1 2026. 124 funds tracked by Wall St. Rank hold SPH as of Q3 2026.

  • Root Financial Partners held 4,100 shares of Suburban Propane Partners worth $67.4K as of Q3 2026.
  • Suburban Propane Partners was a new Root Financial Partners position in Q3 2026.
  • Suburban Propane Partners made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #930 holding.
  • Root Financial Partners first reported a position in Suburban Propane Partners in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Suburban Propane Partners position peaked at $80.7K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.