Abound Financial’s Sunoco SUN Stock Holding History

Abound Financial’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.8K	Hold	120	–	–	﹤0.01%	219
2025 Q4	$6.29K	Buy	+120	New	+$6.34K	﹤0.01%	225
2025 Q2	–	Sell	-120	Closed	-$6.97K	–	233
2025 Q1	$6.97K	Buy	+120	New	+$6.79K	﹤0.01%	216

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Abound Financial's SUN Position: Q1 2026 in Review

Abound Financial held its Sunoco (SUN) position steady in Q1 2026 at 120 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Abound Financial first reported a position in SUN in Q1 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Abound Financial held 120 shares of Sunoco worth $7.8K as of Q1 2026.
Abound Financial left its Sunoco share count unchanged in Q1 2026.
Sunoco made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #219 holding.
Abound Financial first reported a position in Sunoco in Q1 2025 and has held it in 3 quarters since.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.