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

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 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. 70 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.
  • 70 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.