Jones Financial Companies
SUNS

Jones Financial Companies’s Sunrise Realty Trust SUNS Stock Holding History

Jones Financial Companies’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
Q2 		$124K Hold
14,775
– – ﹤0.01% 2769
2026
Q1 		$118K Buy
14,775
+2,925
+25% +$26.6K ﹤0.01% 2608
2025
Q4 		$112K Buy
11,850
+10,950
+1,217% +$107K ﹤0.01% 2178
2025
Q3 		$9.87K Buy
+900
New +$9.67K ﹤0.01% 3085
2024
Q4 		– Sell
-100
Closed -$1.47K – 3523
2024
Q3 		$1.47K Buy
+100
New +$1.28K ﹤0.01% 2740

Other funds holding SUNS

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Jones Financial Companies's SUNS Position: Q2 2026 in Review

Jones Financial Companies held its Sunrise Realty Trust (SUNS) position steady in Q2 2026 at 14,775 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Jones Financial Companies first reported a position in SUNS in Q3 2024 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Jones Financial Companies held 14,775 shares of Sunrise Realty Trust worth $124K as of Q2 2026.
  • Jones Financial Companies left its Sunrise Realty Trust share count unchanged in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2769 holding.
  • Jones Financial Companies first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.