AMG National Trust Bank’s Sun Communities SUI Stock Holding History

AMG National Trust Bank’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 Q1	–	Sell	-13,323	Closed	-$1.65M	–	496
2025 Q4	$1.65M	Sell	13,323 -748	-5%	-$93.6K	0.04%	241
2025 Q3	$1.82M	Buy	14,071 +1,624	+13%	+$205K	0.04%	219
2025 Q2	$1.57M	Buy	12,447 +2	+0%	+$248	0.04%	228
2025 Q1	$1.6M	Buy	12,445 +16	+0.1%	+$2.05K	0.04%	226
2024 Q4	$1.53M	Sell	12,429 -74	-0.6%	-$9.47K	0.04%	223
2024 Q3	$1.69M	Buy	+12,503	New	+$1.64M	0.05%	218

Other funds holding SUI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMG National Trust Bank's SUI Position: Q1 2026 in Review

AMG National Trust Bank sold out of Sun Communities (SUI) in Q1 2026, closing a stake of 13,323 shares — an estimated $1.65M sold.

AMG National Trust Bank first reported a position in SUI in Q3 2024 and held it in 6 quarters. The position peaked at $1.82M in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

AMG National Trust Bank reported no remaining Sun Communities position as of Q1 2026 after selling out during the quarter.
AMG National Trust Bank sold 13,323 Sun Communities shares in Q1 2026, an estimated $1.65M.
AMG National Trust Bank first reported a position in Sun Communities in Q3 2024 and held it in 6 quarters.
AMG National Trust Bank's Sun Communities position peaked at $1.82M in Q3 2025.
512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.