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Allworth Financial’s Sun Communities SUI Stock Holding History

Allworth Financial’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.7K Sell
131
-159
-55% -$19.9K ﹤0.01% 3386
2026
Q1 		$36.5K Sell
290
-140
-33% -$18.1K ﹤0.01% 2556
2025
Q4 		$53.3K Buy
430
+252
+142% +$31.5K ﹤0.01% 2155
2025
Q3 		$23K Sell
178
-96
-35% -$12.1K ﹤0.01% 2616
2025
Q2 		$34.7K Sell
274
-23
-8% -$2.85K ﹤0.01% 2172
2025
Q1 		$36.3K Buy
297
+22
+8% +$2.81K ﹤0.01% 1722
2024
Q4 		$34.4K Buy
275
+20
+8% +$2.56K ﹤0.01% 1773
2024
Q3 		$34.4K Buy
255
+12
+5% +$1.58K ﹤0.01% 1576
2024
Q2 		$30.8K Buy
243
+129
+113% +$15.3K ﹤0.01% 1609
2024
Q1 		$14.7K Buy
114
+50
+78% +$6.49K ﹤0.01% 1940
2023
Q4 		$8.55K Sell
64
-92
-59% -$11.1K ﹤0.01% 2043
2023
Q3 		$18.5K Buy
156
+3
+2% +$381 ﹤0.01% 1578
2023
Q2 		$20K Sell
153
-9
-6% -$1.2K ﹤0.01% 1540
2023
Q1 		$22.8K Buy
162
+34
+27% +$4.97K ﹤0.01% 1382
2022
Q4 		$18.3K Buy
128
+118
+1,180% +$16.1K ﹤0.01% 1405
2022
Q3 		$1K Sell
10
-138
-93% -$21.8K ﹤0.01% 2506
2022
Q2 		$24K Buy
148
+22
+17% +$3.69K ﹤0.01% 1173
2022
Q1 		$22K Buy
126
+61
+94% +$11.3K ﹤0.01% 1226
2021
Q4 		$14K Buy
65
+6
+10% +$1.18K ﹤0.01% 1274
2021
Q3 		$11K Buy
+59
New +$11.4K ﹤0.01% 1305

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's SUI Position: Q2 2026 in Review

Allworth Financial reduced its Sun Communities (SUI) stake by 55% in Q2 2026, selling an estimated $19.9K and leaving 131 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Allworth Financial first reported a position in SUI in Q3 2021 and has held it in 20 quarters since. The position peaked at $53.3K in Q4 2025. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Allworth Financial held 131 shares of Sun Communities worth $15.7K as of Q2 2026.
  • Allworth Financial sold 159 Sun Communities shares in Q2 2026, an estimated $19.9K.
  • Sun Communities made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3386 holding.
  • Allworth Financial first reported a position in Sun Communities in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Sun Communities position peaked at $53.3K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.