CA
SUNS

Crewe Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Crewe Advisors’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
Q2 		$56 Buy
+7
New +$56 ﹤0.01% 1119

Other funds holding SUNS

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Crewe Advisors's SUNS Position: Q2 2026 in Review

Crewe Advisors opened a new position in Sunrise Realty Trust (SUNS) in Q2 2026: 7 shares worth $56. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

11 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Crewe Advisors held 7 shares of Sunrise Realty Trust worth $56 as of Q2 2026.
  • Sunrise Realty Trust was a new Crewe Advisors position in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1119 holding.
  • 11 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.