Founders Financial Alliance’s Sunoco SUN Stock Holding History

Founders Financial Alliance’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	$296K	Buy	4,378 +5	+0.1%	+$332	0.04%	343
2026 Q1	$284K	Buy	+4,373	New	+$265K	0.05%	315
2025 Q4	–	Sell	-4,363	Closed	-$218K	–	708
2025 Q3	$218K	Buy	+4,363	New	+$227K	0.04%	359
2020 Q4	–	Sell	-190	Closed	-$5K	–	1145
2020 Q3	$5K	Buy	+190	New	+$4.78K	﹤0.01%	994

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Financial Alliance's SUN Position: Q2 2026 in Review

Founders Financial Alliance increased its Sunoco (SUN) stake by 0.11% in Q2 2026, buying an estimated $332 and bringing the position to 4,378 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #343.

Founders Financial Alliance first reported a position in SUN in Q3 2020 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Founders Financial Alliance held 4,378 shares of Sunoco worth $296K as of Q2 2026.
Founders Financial Alliance bought 5 Sunoco shares in Q2 2026, an estimated $332.
Sunoco made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #343 holding.
Founders Financial Alliance first reported a position in Sunoco in Q3 2020 and has held it in 4 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.