Naples Global Advisors’s SunocoCorp LLC SUNC Stock Holding History

Naples Global Advisors’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	$815K	Buy	12,050 +3,475	+41%	+$228K	0.05%	276
2026 Q1	$529K	Buy	+8,575	New	+$487K	0.04%	319

Other funds holding SUNC

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Naples Global Advisors's SUNC Position: Q2 2026 in Review

Naples Global Advisors increased its SunocoCorp LLC (SUNC) stake by 41% in Q2 2026, buying an estimated $228K and bringing the position to 12,050 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #276.

Naples Global Advisors first reported a position in SUNC in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

Naples Global Advisors held 12,050 shares of SunocoCorp LLC worth $815K as of Q2 2026.
Naples Global Advisors bought 3,475 SunocoCorp LLC shares in Q2 2026, an estimated $228K.
SunocoCorp LLC made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #276 holding.
Naples Global Advisors first reported a position in SunocoCorp LLC in Q1 2026 and has held it in 2 quarters since.
159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.