Roxbury Financial
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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
Q3 		$129K Buy
10,009
+29
+0.3% +$371 0.1% 130
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

Lubar & Co
Lubar & Co Milwaukee, Wisconsin $107M AUM 20.59% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Parsons Capital Management
Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return

Roxbury Financial's SGU Position: Q3 2026 in Review

Roxbury Financial increased its Star Group (SGU) stake by 0.29% in Q3 2026, buying an estimated $371 and bringing the position to 10,009 shares worth $129K. 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 8 quarters since. 23 funds tracked by Wall St. Rank hold SGU as of Q3 2026.

  • Roxbury Financial held 10,009 shares of Star Group worth $129K as of Q3 2026.
  • Roxbury Financial bought 29 Star Group shares in Q3 2026, an estimated $371.
  • Star Group made up 0.1% of Roxbury Financial's portfolio in Q3 2026, its #130 holding.
  • Roxbury Financial first reported a position in Star Group in Q4 2024 and has held it in 8 quarters since.
  • 23 funds tracked by Wall St. Rank held Star Group as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.