AB
SUNS

Amalgamated Bank’s Sunrise Realty Trust SUNS Stock Holding History

Amalgamated Bank’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 		– Sell
-319
Closed -$3K – 2874
2025
Q4 		$3K Sell
319
-41
-11% -$402 ﹤0.01% 2887
2025
Q3 		$4K Hold
360
– – ﹤0.01% 2873
2025
Q2 		$4K Hold
360
– – ﹤0.01% 2892
2025
Q1 		$4K Buy
360
+176
+96% +$2.12K ﹤0.01% 2757
2024
Q4 		$3K Hold
184
– – ﹤0.01% 2889
2024
Q3 		$3K Buy
+184
New +$2.36K ﹤0.01% 2918

Other funds holding SUNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Amalgamated Bank's SUNS Position: Q1 2026 in Review

Amalgamated Bank sold out of Sunrise Realty Trust (SUNS) in Q1 2026, closing a stake of 319 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in SUNS in Q3 2024 and held it in 6 quarters. The position peaked at $4K in Q3 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Amalgamated Bank reported no remaining Sunrise Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 319 Sunrise Realty Trust shares in Q1 2026, an estimated $3K.
  • Amalgamated Bank first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 6 quarters.
  • Amalgamated Bank's Sunrise Realty Trust position peaked at $4K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.