SFG
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SageGuard Financial Group’s Suburban Propane Partners SPH Stock Holding History

SageGuard Financial Group’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 		$904K Sell
52,879
-5,257
-9% -$101K 0.13% 105
2026
Q1 		$1.14M Sell
58,136
-498
-0.8% -$9.94K 0.18% 91
2025
Q4 		$1.09M Buy
+58,634
New +$1.1M 0.17% 85

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SageGuard Financial Group's SPH Position: Q2 2026 in Review

SageGuard Financial Group reduced its Suburban Propane Partners (SPH) stake by 9% in Q2 2026, selling an estimated $101K and leaving 52,879 shares worth $904K. The position accounts for 0.13% of the portfolio, ranked #105.

SageGuard Financial Group first reported a position in SPH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 69 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

  • SageGuard Financial Group held 52,879 shares of Suburban Propane Partners worth $904K as of Q2 2026.
  • SageGuard Financial Group sold 5,257 Suburban Propane Partners shares in Q2 2026, an estimated $101K.
  • Suburban Propane Partners made up 0.13% of SageGuard Financial Group's portfolio in Q2 2026, its #105 holding.
  • SageGuard Financial Group first reported a position in Suburban Propane Partners in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Suburban Propane Partners position peaked at $1.14M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.