LPL Financial
SUNS

LPL Financial’s Sunrise Realty Trust SUNS Stock Holding History

LPL Financial’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
2025
Q3 		– Sell
-31,791
Closed -$337K – 6016
2025
Q2 		$337K Sell
31,791
-1,494
-4% -$15.5K ﹤0.01% 4696
2025
Q1 		$368K Buy
+33,285
New +$400K ﹤0.01% 4434

Other funds holding SUNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial's SUNS Position: Q3 2025 in Review

LPL Financial sold out of Sunrise Realty Trust (SUNS) in Q3 2025, closing a stake of 31,791 shares — an estimated $337K sold.

LPL Financial first reported a position in SUNS in Q1 2025 and held it in 2 quarters. The position peaked at $368K in Q1 2025. 70 funds tracked by Wall St. Rank hold SUNS as of Q3 2025.

  • LPL Financial reported no remaining Sunrise Realty Trust position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 31,791 Sunrise Realty Trust shares in Q3 2025, an estimated $337K.
  • LPL Financial first reported a position in Sunrise Realty Trust in Q1 2025 and held it in 2 quarters.
  • LPL Financial's Sunrise Realty Trust position peaked at $368K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.