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Roxbury Financial’s Star Group SGU Stock Holding History

Roxbury Financial’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Buy
9,980
+70
+0.7% +$888 0.1% 130
2026
Q1 		$122K Buy
9,910
+46
+0.5% +$582 0.11% 125
2025
Q4 		$117K Buy
9,864
+69
+0.7% +$817 0.1% 123
2025
Q3 		$116K Buy
9,795
+69
+0.7% +$806 0.11% 121
2025
Q2 		$114K Buy
9,726
+65
+0.7% +$799 0.11% 117
2025
Q1 		$126K Buy
9,661
+62
+0.6% +$776 0.12% 108
2024
Q4 		$122K Buy
+9,599
New +$113K 0.12% 108

Other funds holding SGU

HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Roxbury Financial's SGU Position: Q2 2026 in Review

Roxbury Financial increased its Star Group (SGU) stake by 0.71% in Q2 2026, buying an estimated $888 and bringing the position to 9,980 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #130.

Roxbury Financial first reported a position in SGU in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

  • Roxbury Financial held 9,980 shares of Star Group worth $128K as of Q2 2026.
  • Roxbury Financial bought 70 Star Group shares in Q2 2026, an estimated $888.
  • Star Group made up 0.1% of Roxbury Financial's portfolio in Q2 2026, its #130 holding.
  • Roxbury Financial first reported a position in Star Group in Q4 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.