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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
Q2 		$1.14K Buy
144
+114
+380% +$917 ﹤0.01% 4685
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

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Allworth Financial's SUNS Position: Q2 2026 in Review

Allworth Financial increased its Sunrise Realty Trust (SUNS) stake by 380% in Q2 2026, buying an estimated $917 and bringing the position to 144 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #4685.

Allworth Financial first reported a position in SUNS in Q3 2024 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Allworth Financial held 144 shares of Sunrise Realty Trust worth $1.14K as of Q2 2026.
  • Allworth Financial bought 114 Sunrise Realty Trust shares in Q2 2026, an estimated $917.
  • Sunrise Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4685 holding.
  • Allworth Financial first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

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