Johnson Financial Group Inc (Wisconsin)’s Sunoco SUN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$81K	Hold	1,200	–	–	﹤0.01%	421
2026 Q1	$78K	Hold	1,200	–	–	﹤0.01%	423
2025 Q4	$62.9K	Hold	1,200	–	–	﹤0.01%	476
2025 Q3	$60K	Hold	1,200	–	–	﹤0.01%	569
2025 Q2	$64.3K	Hold	1,200	–	–	﹤0.01%	433
2025 Q1	$69.7K	Hold	1,200	–	–	﹤0.01%	554
2024 Q4	$67.6K	Hold	1,200	–	–	﹤0.01%	438
2024 Q3	$64.4K	Hold	1,200	–	–	﹤0.01%	493
2024 Q2	$67.8K	Hold	1,200	–	–	﹤0.01%	426
2024 Q1	$72.3K	Hold	1,200	–	–	﹤0.01%	390
2023 Q4	$71.9K	Hold	1,200	–	–	﹤0.01%	411
2023 Q3	$58.7K	Hold	1,200	–	–	﹤0.01%	381
2023 Q2	$52.3K	Hold	1,200	–	–	﹤0.01%	405
2023 Q1	$52.7K	Buy	+1,200	New	+$54.1K	﹤0.01%	401

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

Johnson Financial Group Inc (Wisconsin)'s SUN Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Sunoco (SUN) position steady in Q2 2026 at 1,200 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Johnson Financial Group Inc (Wisconsin) first reported a position in SUN in Q1 2023 and has held it in 14 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,200 shares of Sunoco worth $81K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #421 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Sunoco in Q1 2023 and has held it in 14 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.