FFN
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Focus Financial Network’s Sunoco SUN Stock Holding History

Focus Financial Network’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Sell
16,594
-281
-2% -$18.7K 0.03% 320
2026
Q1 		$1.1M Sell
16,875
-1,915
-10% -$116K 0.04% 298
2025
Q4 		$985K Sell
18,790
-901
-5% -$47.6K 0.03% 301
2025
Q3 		$985K Buy
19,691
+491
+3% +$25.5K 0.04% 305
2025
Q2 		$1.03M Buy
19,200
+1,847
+11% +$102K 0.04% 290
2025
Q1 		$1.01M Buy
17,353
+795
+5% +$45K 0.04% 279
2024
Q4 		$852K Buy
16,558
+457
+3% +$24.2K 0.03% 299
2024
Q3 		$864K Buy
16,101
+31
+0.2% +$1.68K 0.04% 293
2024
Q2 		$939K Buy
16,070
+887
+6% +$48.4K 0.04% 280
2024
Q1 		$826K Buy
15,183
+76
+0.5% +$4.6K 0.04% 286
2023
Q4 		$905K Buy
15,107
+68
+0.5% +$3.62K 0.03% 338
2023
Q3 		$736K Buy
15,039
+383
+3% +$17.4K 0.04% 287
2023
Q2 		$638K Buy
14,656
+633
+5% +$28K 0.04% 309
2023
Q1 		$615K Buy
+14,023
New +$632K 0.04% 310
2021
Q1 		– Sell
-10,216
Closed -$294K – 531
2020
Q4 		$294K Buy
10,216
+954
+10% +$25.9K 0.03% 351
2020
Q3 		$226K Buy
+9,262
New +$233K 0.02% 397

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Financial Network's SUN Position: Q2 2026 in Review

Focus Financial Network reduced its Sunoco (SUN) stake by 1.7% in Q2 2026, selling an estimated $18.7K and leaving 16,594 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #320.

Focus Financial Network first reported a position in SUN in Q3 2020 and has held it in 16 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Focus Financial Network held 16,594 shares of Sunoco worth $1.12M as of Q2 2026.
  • Focus Financial Network sold 281 Sunoco shares in Q2 2026, an estimated $18.7K.
  • Sunoco made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #320 holding.
  • Focus Financial Network first reported a position in Sunoco in Q3 2020 and has held it in 16 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.