Brandywine Financial Group’s Sunoco SUN Stock Holding History

Brandywine Financial Group’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-750	Closed	-$39.3K	–	61
2025 Q4	$39.3K	Buy	+750	New	+$39.6K	0.09%	22

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Brandywine Financial Group's SUN Position: Q1 2026 in Review

Brandywine Financial Group sold out of Sunoco (SUN) in Q1 2026, closing a stake of 750 shares — an estimated $39.3K sold.

Brandywine Financial Group first reported a position in SUN in Q4 2025 and held it in 1 quarter. The position peaked at $39.3K in Q4 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Brandywine Financial Group reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
Brandywine Financial Group sold 750 Sunoco shares in Q1 2026, an estimated $39.3K.
Brandywine Financial Group first reported a position in Sunoco in Q4 2025 and held it in 1 quarter.
Brandywine Financial Group's Sunoco position peaked at $39.3K in Q4 2025.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Brandywine Financial Group's 13F filing for Q1 2026, filed 10 Jun 2026.