Carson Wealth (CWM LLC)
SUNC

Carson Wealth (CWM LLC)’s SunocoCorp LLC SUNC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SUNC Stock Details SUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.03K Buy
+33
New +$1.87K ﹤0.01% 5277

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SUNC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in SunocoCorp LLC (SUNC) in Q1 2026: 33 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #5277 among its holdings.

159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33 shares of SunocoCorp LLC worth $2.03K as of Q1 2026.
  • SunocoCorp LLC was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • SunocoCorp LLC made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5277 holding.
  • 159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.