Barclays
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Barclays’s Sunrise Realty Trust SUNS Stock Holding History

Barclays’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
Q3 		$86.1K Sell
13,391
-469
-3% -$3.61K ﹤0.01% 4372
2026
Q2 		$109K Sell
13,860
-1,368
-9% -$11K ﹤0.01% 3999
2026
Q1 		$117K Sell
15,228
-6,955
-31% -$63.2K ﹤0.01% 3964
2025
Q4 		$209K Buy
22,183
+1,518
+7% +$14.9K ﹤0.01% 4285
2025
Q3 		$215K Buy
20,665
+3,715
+22% +$39.9K ﹤0.01% 4260
2025
Q2 		$180K Buy
16,950
+6,255
+58% +$64.8K ﹤0.01% 4340
2025
Q1 		$118K Buy
10,695
+2,211
+26% +$26.6K ﹤0.01% 4337
2024
Q4 		$119K Buy
8,484
+1,092
+15% +$15.8K ﹤0.01% 4550
2024
Q3 		$106K Buy
+7,392
New +$94.8K ﹤0.01% 4557

Other funds holding SUNS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Barclays's SUNS Position: Q3 2026 in Review

Barclays reduced its Sunrise Realty Trust (SUNS) stake by 3.4% in Q3 2026, selling an estimated $3.61K and leaving 13,391 shares worth $86.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4372.

Barclays first reported a position in SUNS in Q3 2024 and has held it in 9 quarters since. The position peaked at $215K in Q3 2025. 19 funds tracked by Wall St. Rank hold SUNS as of Q3 2026.

  • Barclays held 13,391 shares of Sunrise Realty Trust worth $86.1K as of Q3 2026.
  • Barclays sold 469 Sunrise Realty Trust shares in Q3 2026, an estimated $3.61K.
  • Sunrise Realty Trust made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #4372 holding.
  • Barclays first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 9 quarters since.
  • Barclays's Sunrise Realty Trust position peaked at $215K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.