MWA
SUNS

Medallion Wealth Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Medallion Wealth Advisors’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
2026
Q2 		$387 Hold
49
– – ﹤0.01% 1040
2026
Q1 		$376 Hold
49
– – ﹤0.01% 1088
2025
Q4 		$462 Hold
49
– – ﹤0.01% 1082
2025
Q3 		$509 Hold
49
– – ﹤0.01% 1061
2025
Q2 		$526 Hold
49
– – ﹤0.01% 1045
2025
Q1 		$534 Hold
49
– – ﹤0.01% 1022
2024
Q4 		$690 Buy
+49
New +$708 ﹤0.01% 958

Other funds holding SUNS

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Medallion Wealth Advisors's SUNS Position: Q2 2026 in Review

Medallion Wealth Advisors held its Sunrise Realty Trust (SUNS) position steady in Q2 2026 at 49 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Medallion Wealth Advisors first reported a position in SUNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $690 in Q4 2024. 70 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Medallion Wealth Advisors held 49 shares of Sunrise Realty Trust worth $387 as of Q2 2026.
  • Medallion Wealth Advisors left its Sunrise Realty Trust share count unchanged in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1040 holding.
  • Medallion Wealth Advisors first reported a position in Sunrise Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Sunrise Realty Trust position peaked at $690 in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.