EWA
SUNS

EverSource Wealth Advisors’s Sunrise Realty Trust SUNS Stock Holding History

EverSource Wealth 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 		$767 Buy
97
+84
+646% +$676 ﹤0.01% 4046
2026
Q1 		$100 Buy
13
+8
+160% +$73 ﹤0.01% 4271
2025
Q4 		$47 Sell
5
-1,166
-100% -$11.4K ﹤0.01% 4176
2025
Q3 		$12.2K Buy
+1,171
New +$12.6K ﹤0.01% 2704
2025
Q2 		– Sell
-42
Closed -$465 – 4381
2025
Q1 		$465 Buy
42
+8
+24% +$96 ﹤0.01% 3483
2024
Q4 		$479 Buy
+34
New +$491 ﹤0.01% 3215

Other funds holding SUNS

GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
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
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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

EverSource Wealth Advisors's SUNS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Sunrise Realty Trust (SUNS) stake by 646% in Q2 2026, buying an estimated $676 and bringing the position to 97 shares worth $767. The position accounts for ﹤0.01% of the portfolio, ranked #4046.

EverSource Wealth Advisors first reported a position in SUNS in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2K in Q3 2025. 12 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • EverSource Wealth Advisors held 97 shares of Sunrise Realty Trust worth $767 as of Q2 2026.
  • EverSource Wealth Advisors bought 84 Sunrise Realty Trust shares in Q2 2026, an estimated $676.
  • Sunrise Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4046 holding.
  • EverSource Wealth Advisors first reported a position in Sunrise Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Sunrise Realty Trust position peaked at $12.2K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

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