Carson Wealth (CWM LLC)
SUNS

Carson Wealth (CWM LLC)’s Sunrise Realty Trust SUNS Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.7K Buy
1,004
+698
+228% +$6.34K ﹤0.01% 4881
2025
Q4 		$3K Sell
306
-116
-27% -$1.14K ﹤0.01% 5032
2025
Q3 		$4K Buy
422
+366
+654% +$3.93K ﹤0.01% 4866
2025
Q2 		$1K Buy
56
+30
+115% +$311 ﹤0.01% 5095
2025
Q1 		$0 Sell
26
-13
-33% -$156 ﹤0.01% 5243
2024
Q4 		$1K Buy
39
+12
+44% +$173 ﹤0.01% 4858
2024
Q3 		$0 Buy
+27
New +$346 ﹤0.01% 5219

Other funds holding SUNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 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 $324B AUM 22.36% 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 $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Sunrise Realty Trust (SUNS) stake by 228% in Q1 2026, buying an estimated $6.34K and bringing the position to 1,004 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4881.

Carson Wealth (CWM LLC) first reported a position in SUNS in Q3 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,004 shares of Sunrise Realty Trust worth $7.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 698 Sunrise Realty Trust shares in Q1 2026, an estimated $6.34K.
  • Sunrise Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4881 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

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