Key Financial Inc
SUN icon

Key Financial Inc’s Sunoco SUN Stock Holding History

Key Financial Inc’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
Q3 		$76.5K Buy
1,050
+14
+1% +$1.04K 0.01% 467
2026
Q2 		$69.9K Buy
1,036
+14
+1% +$930 0.01% 477
2026
Q1 		$66.4K Buy
1,022
+15
+1% +$910 0.01% 479
2025
Q4 		$52.8K Buy
1,007
+17
+2% +$898 0.01% 503
2025
Q3 		$50.1K Buy
990
+17
+2% +$884 0.01% 518
2025
Q2 		$52.1K Buy
973
+16
+2% +$883 0.01% 483
2025
Q1 		$55.6K Buy
957
+14
+1% +$792 0.01% 465
2024
Q4 		$48.5K Buy
943
+16
+2% +$846 0.01% 484
2024
Q3 		$49.8K Buy
927
+15
+2% +$814 0.01% 480
2024
Q2 		$51.6K Buy
912
+15
+2% +$818 0.01% 467
2024
Q1 		$54.1K Buy
897
+12
+1% +$726 0.01% 426
2023
Q4 		$53K Buy
885
+3
+0.3% +$160 0.01% 416
2023
Q3 		$43.2K Buy
882
+16
+2% +$727 0.01% 433
2023
Q2 		$37.7K Buy
866
+16
+2% +$708 0.01% 453
2023
Q1 		$37.3K Buy
850
+839
+7,627% +$37.8K 0.01% 438
2022
Q4 		$429 Hold
11
– – ﹤0.01% 1106
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1176
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1156
2022
Q1 		$0 Buy
+11
New +$468 ﹤0.01% 1105

Other funds holding SUN

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Key Financial Inc's SUN Position: Q3 2026 in Review

Key Financial Inc increased its Sunoco (SUN) stake by 1.4% in Q3 2026, buying an estimated $1.04K and bringing the position to 1,050 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #467.

Key Financial Inc first reported a position in SUN in Q1 2022 and has held it in 19 quarters since. 249 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Key Financial Inc held 1,050 shares of Sunoco worth $76.5K as of Q3 2026.
  • Key Financial Inc bought 14 Sunoco shares in Q3 2026, an estimated $1.04K.
  • Sunoco made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #467 holding.
  • Key Financial Inc first reported a position in Sunoco in Q1 2022 and has held it in 19 quarters since.
  • 249 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.