FFA
SUNS

Farther Finance Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Farther Finance 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 		$292 Buy
37
+36
+3,600% +$290 ﹤0.01% 5648
2026
Q1 		$8 Buy
+1
New +$9 ﹤0.01% 5702

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
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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors's SUNS Position: Q2 2026 in Review

Farther Finance Advisors increased its Sunrise Realty Trust (SUNS) stake by 3,600% in Q2 2026, buying an estimated $290 and bringing the position to 37 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #5648.

Farther Finance Advisors first reported a position in SUNS in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Farther Finance Advisors held 37 shares of Sunrise Realty Trust worth $292 as of Q2 2026.
  • Farther Finance Advisors bought 36 Sunrise Realty Trust shares in Q2 2026, an estimated $290.
  • Sunrise Realty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5648 holding.
  • Farther Finance Advisors first reported a position in Sunrise Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.