Fidelity Investments
SUNS

Fidelity Investments’s Sunrise Realty Trust SUNS Stock Holding History

Fidelity Investments’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
Q1 		$721 Sell
94
-375
-80% -$3.41K ﹤0.01% 5125
2025
Q4 		$4.42K Sell
469
-673
-59% -$6.59K ﹤0.01% 4907
2025
Q3 		$11.9K Buy
1,142
+666
+140% +$7.16K ﹤0.01% 4556
2025
Q2 		$5.04K Buy
476
+266
+127% +$2.76K ﹤0.01% 4707
2025
Q1 		$2.33K Sell
210
-36
-15% -$433 ﹤0.01% 4862
2024
Q4 		$3.46K Buy
246
+33
+15% +$477 ﹤0.01% 4728
2024
Q3 		$3.06K Buy
+213
New +$2.73K ﹤0.01% 4722

Other funds holding SUNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments's SUNS Position: Q1 2026 in Review

Fidelity Investments reduced its Sunrise Realty Trust (SUNS) stake by 80% in Q1 2026, selling an estimated $3.41K and leaving 94 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #5125.

Fidelity Investments first reported a position in SUNS in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.9K in Q3 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Fidelity Investments held 94 shares of Sunrise Realty Trust worth $721 as of Q1 2026.
  • Fidelity Investments sold 375 Sunrise Realty Trust shares in Q1 2026, an estimated $3.41K.
  • Sunrise Realty Trust made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5125 holding.
  • Fidelity Investments first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 7 quarters since.
  • Fidelity Investments's Sunrise Realty Trust position peaked at $11.9K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.