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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$39 Sell
6
-31
-84% -$238 ﹤0.01% 6037
2026
Q2
$292 Buy
37
+36
+3,600% +$290 ﹤0.01% 5648
2026
Q1
$8 Buy
+1
New +$9 ﹤0.01% 5702

Farther Finance Advisors's SUNS Position: Q3 2026 in Review

Farther Finance Advisors reduced its Sunrise Realty Trust (SUNS) stake by 84% in Q3 2026, selling an estimated $238 and leaving 6 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #6037.

Farther Finance Advisors first reported a position in SUNS in Q1 2026 and has held it in 3 quarters since. The position peaked at $292 in Q2 2026. 1 fund tracked by Wall St. Rank holds SUNS as of Q3 2026.

  • Farther Finance Advisors held 6 shares of Sunrise Realty Trust worth $39 as of Q3 2026.
  • Farther Finance Advisors sold 31 Sunrise Realty Trust shares in Q3 2026, an estimated $238.
  • Sunrise Realty Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #6037 holding.
  • Farther Finance Advisors first reported a position in Sunrise Realty Trust in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's Sunrise Realty Trust position peaked at $292 in Q2 2026.
  • 1 fund tracked by Wall St. Rank held Sunrise Realty Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.