FAM
SUNS

Flaharty Asset Management’s Sunrise Realty Trust SUNS Stock Holding History

Flaharty Asset Management’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
2025
Q2 		– Sell
-16
Closed -$177 – 506
2025
Q1 		$177 Buy
+16
New +$192 ﹤0.01% 495
2024
Q4 		– Sell
-16
Closed -$230 – 447
2024
Q3 		$230 Buy
+16
New +$205 ﹤0.01% 438

Other funds holding SUNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Flaharty Asset Management's SUNS Position: Q2 2025 in Review

Flaharty Asset Management sold out of Sunrise Realty Trust (SUNS) in Q2 2025, closing a stake of 16 shares — an estimated $177 sold.

Flaharty Asset Management first reported a position in SUNS in Q3 2024 and held it in 2 quarters. The position peaked at $230 in Q3 2024. 66 funds tracked by Wall St. Rank hold SUNS as of Q2 2025.

  • Flaharty Asset Management reported no remaining Sunrise Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 16 Sunrise Realty Trust shares in Q2 2025, an estimated $177.
  • Flaharty Asset Management first reported a position in Sunrise Realty Trust in Q3 2024 and held it in 2 quarters.
  • Flaharty Asset Management's Sunrise Realty Trust position peaked at $230 in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.