William Mack & Associates’s Suburban Propane Partners SPH Stock Holding History

William Mack & Associates’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	$92.3K	Buy	+5,616	New	+$99.1K	0.03%	175

Other funds holding SPH

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $298M AUM 16.52% 1-Year Est. Return

Clearwave Capital Upland, California $190M AUM 31.42% 1-Year Est. Return

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

William Mack & Associates's SPH Position: Q3 2026 in Review

William Mack & Associates opened a new position in Suburban Propane Partners (SPH) in Q3 2026: 5,616 shares worth $92.3K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings.

32 funds tracked by Wall St. Rank hold SPH as of Q3 2026.

William Mack & Associates held 5,616 shares of Suburban Propane Partners worth $92.3K as of Q3 2026.
Suburban Propane Partners was a new William Mack & Associates position in Q3 2026.
Suburban Propane Partners made up 0.03% of William Mack & Associates's portfolio in Q3 2026, its #175 holding.
32 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.