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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Medallion Wealth Advisors's SUNS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Sunrise Realty Trust (SUNS) position steady in Q1 2026 at 49 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Medallion Wealth Advisors first reported a position in SUNS in Q4 2024 and has held it in 6 quarters since. The position peaked at $690 in Q4 2024. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Medallion Wealth Advisors held 49 shares of Sunrise Realty Trust worth $376 as of Q1 2026.
  • Medallion Wealth Advisors left its Sunrise Realty Trust share count unchanged in Q1 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1088 holding.
  • Medallion Wealth Advisors first reported a position in Sunrise Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Sunrise Realty Trust position peaked at $690 in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.