Bank of America
SUNS

Bank of America’s Sunrise Realty Trust SUNS Stock Holding History

Bank of America’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
-7,303
Closed -$68.9K – 7045
2025
Q4 		$68.9K Buy
7,303
+4,321
+145% +$42.3K ﹤0.01% 5733
2025
Q3 		$31K Sell
2,982
-384
-11% -$4.13K ﹤0.01% 6971
2025
Q2 		$35.7K Sell
3,366
-1,625
-33% -$16.8K ﹤0.01% 6912
2025
Q1 		$55.3K Sell
4,991
-192
-4% -$2.31K ﹤0.01% 6712
2024
Q4 		$73K Buy
5,183
+1,952
+60% +$28.2K ﹤0.01% 6527
2024
Q3 		$46.5K Buy
+3,231
New +$41.4K ﹤0.01% 6567

Other funds holding SUNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 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 $1.88T AUM 44.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $13B AUM 71.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America's SUNS Position: Q1 2026 in Review

Bank of America sold out of Sunrise Realty Trust (SUNS) in Q1 2026, closing a stake of 7,303 shares — an estimated $68.9K sold.

Bank of America first reported a position in SUNS in Q3 2024 and held it in 6 quarters. The position peaked at $73K in Q4 2024. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Bank of America reported no remaining Sunrise Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 7,303 Sunrise Realty Trust shares in Q1 2026, an estimated $68.9K.
  • Bank of America first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 6 quarters.
  • Bank of America's Sunrise Realty Trust position peaked at $73K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.