AF
SUNS

Allworth Financial’s Sunrise Realty Trust SUNS Stock Holding History

Allworth Financial’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231 Buy
30
+27
+900% +$245 ﹤0.01% 4902
2025
Q4 		$29 Buy
+3
New +$29 ﹤0.01% 4897
2025
Q1 		– Sell
-36
Closed -$395 – 4194
2024
Q4 		$395 Hold
36
– – ﹤0.01% 3661
2024
Q3 		$519 Buy
+36
New +$462 ﹤0.01% 3410

Other funds holding SUNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial's SUNS Position: Q1 2026 in Review

Allworth Financial increased its Sunrise Realty Trust (SUNS) stake by 900% in Q1 2026, buying an estimated $245 and bringing the position to 30 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #4902.

Allworth Financial first reported a position in SUNS in Q3 2024 and has held it in 4 quarters since. The position peaked at $519 in Q3 2024. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Allworth Financial held 30 shares of Sunrise Realty Trust worth $231 as of Q1 2026.
  • Allworth Financial bought 27 Sunrise Realty Trust shares in Q1 2026, an estimated $245.
  • Sunrise Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4902 holding.
  • Allworth Financial first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 4 quarters since.
  • Allworth Financial's Sunrise Realty Trust position peaked at $519 in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.