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Larson Financial Group’s Sun Communities SUI Stock Holding History

Larson Financial Group’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7K Sell
189
-103
-35% -$12.9K ﹤0.01% 1942
2026
Q1 		$36.8K Buy
292
+186
+175% +$24K ﹤0.01% 1523
2025
Q4 		$13.1K Sell
106
-68
-39% -$8.51K ﹤0.01% 1960
2025
Q3 		$22.4K Buy
174
+14
+9% +$1.77K ﹤0.01% 1574
2025
Q2 		$20.2K Buy
160
+110
+220% +$13.6K ﹤0.01% 1488
2025
Q1 		$6.43K Buy
50
+49
+4,900% +$6.26K ﹤0.01% 1803
2024
Q4 		$123 Hold
1
– – ﹤0.01% 2560
2024
Q3 		$135 Buy
+1
New +$131 ﹤0.01% 2474
2022
Q1 		– Sell
-12
Closed -$3K – 1159
2021
Q4 		$3K Buy
+12
New +$2.36K ﹤0.01% 914

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Larson Financial Group's SUI Position: Q2 2026 in Review

Larson Financial Group reduced its Sun Communities (SUI) stake by 35% in Q2 2026, selling an estimated $12.9K and leaving 189 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Larson Financial Group first reported a position in SUI in Q4 2021 and has held it in 9 quarters since. The position peaked at $36.8K in Q1 2026. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Larson Financial Group held 189 shares of Sun Communities worth $22.7K as of Q2 2026.
  • Larson Financial Group sold 103 Sun Communities shares in Q2 2026, an estimated $12.9K.
  • Sun Communities made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1942 holding.
  • Larson Financial Group first reported a position in Sun Communities in Q4 2021 and has held it in 9 quarters since.
  • Larson Financial Group's Sun Communities position peaked at $36.8K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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