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 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 $1.9T AUM 41.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $2.91B AUM

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

LPL Financial's SUNC Position: Q1 2026 in Review

LPL Financial increased its SunocoCorp LLC (SUNC) stake by 0.57% in Q1 2026, buying an estimated $4.94K and bringing the position to 15,387 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

LPL Financial first reported a position in SUNC in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

LPL Financial held 15,387 shares of SunocoCorp LLC worth $949K as of Q1 2026.
LPL Financial bought 87 SunocoCorp LLC shares in Q1 2026, an estimated $4.94K.
SunocoCorp LLC made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4234 holding.
LPL Financial first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 2 quarters since.
159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.