CFGS
RUN icon

Concourse Financial Group Securities’s Sunrun RUN Stock Holding History

Concourse Financial Group Securities’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-77
Closed -$651 – 1652
2024
Q4 		$651 Buy
+77
New +$956 ﹤0.01% 2130
2024
Q3 		– Sell
-293
Closed -$5.21K – 2363
2024
Q2 		$3.47K Buy
+293
New +$3.59K ﹤0.01% 1935
2023
Q2 		– Sell
-120
Closed -$2.23K – 2440
2023
Q1 		$2.42K Hold
120
– – ﹤0.01% 2023
2022
Q4 		$2.88K Hold
120
– – ﹤0.01% 1978
2022
Q3 		$3K Hold
120
– – ﹤0.01% 1766
2022
Q2 		$3K Hold
120
– – ﹤0.01% 1977
2022
Q1 		$4K Hold
120
– – ﹤0.01% 1915
2021
Q4 		$4K Hold
120
– – ﹤0.01% 2106
2021
Q3 		$5K Sell
120
-380
-76% -$18.1K ﹤0.01% 2079
2021
Q2 		$28K Buy
+500
New +$24.1K ﹤0.01% 1536

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concourse Financial Group Securities's RUN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Sunrun (RUN) in Q1 2025, closing a stake of 77 shares — an estimated $651 sold.

Concourse Financial Group Securities first reported a position in RUN in Q2 2021 and held it in 10 quarters. The position peaked at $28K in Q2 2021. 367 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 77 Sunrun shares in Q1 2025, an estimated $651.
  • Concourse Financial Group Securities first reported a position in Sunrun in Q2 2021 and held it in 10 quarters.
  • Concourse Financial Group Securities's Sunrun position peaked at $28K in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.