LPL Financial’s SunocoCorp LLC SUNC Stock Holding History

LPL Financial’s Portfolio SUNC Stock Details SUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Buy	18,290 +2,903	+19%	+$190K	﹤0.01%	4227
2026 Q1	$949K	Buy	15,387 +87	+0.6%	+$4.94K	﹤0.01%	4234
2025 Q4	$754K	Buy	+15,300	New	+$770K	﹤0.01%	4353

Other funds holding SUNC

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $3.31B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LPL Financial's SUNC Position: Q2 2026 in Review

LPL Financial increased its SunocoCorp LLC (SUNC) stake by 19% in Q2 2026, buying an estimated $190K and bringing the position to 18,290 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #4227.

LPL Financial first reported a position in SUNC in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

LPL Financial held 18,290 shares of SunocoCorp LLC worth $1.24M as of Q2 2026.
LPL Financial bought 2,903 SunocoCorp LLC shares in Q2 2026, an estimated $190K.
SunocoCorp LLC made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4227 holding.
LPL Financial first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.