Summit Financial’s Suburban Propane Partners SPH Stock Holding History

Summit Financial’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	$925K	Buy	54,066 +6	+0%	+$115	0.01%	866
2026 Q1	$1.06M	Buy	54,060 +5	+0%	+$100	0.01%	753
2025 Q4	$1M	Buy	54,055 +6	+0%	+$113	0.01%	673
2025 Q3	$1.01M	Hold	54,049	–	–	0.02%	657
2025 Q2	$1M	Hold	54,049	–	–	0.02%	414
2025 Q1	$1.14M	Buy	54,049 +1,044	+2%	+$21.3K	0.03%	352
2024 Q4	$912K	Buy	53,005 +3,005	+6%	+$55.3K	0.03%	332
2024 Q3	$897K	Buy	+50,000	New	+$902K	0.04%	279

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

Summit Financial's SPH Position: Q2 2026 in Review

Summit Financial increased its Suburban Propane Partners (SPH) stake by 0.01% in Q2 2026, buying an estimated $115 and bringing the position to 54,066 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #866.

Summit Financial first reported a position in SPH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2025. 144 funds tracked by Wall St. Rank hold SPH as of Q2 2026.

Summit Financial held 54,066 shares of Suburban Propane Partners worth $925K as of Q2 2026.
Summit Financial bought 6 Suburban Propane Partners shares in Q2 2026, an estimated $115.
Suburban Propane Partners made up 0.01% of Summit Financial's portfolio in Q2 2026, its #866 holding.
Summit Financial first reported a position in Suburban Propane Partners in Q3 2024 and has held it in 8 quarters since.
Summit Financial's Suburban Propane Partners position peaked at $1.14M in Q1 2025.
144 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.