Neuberger Berman Group
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Neuberger Berman Group’s Sunoco SUN Stock Holding History

Neuberger Berman Group’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.1M Buy
579,385
+2,938
+0.5% +$195K 0.03% 564
2026
Q1 		$37.5M Sell
576,447
-11,682
-2% -$709K 0.03% 529
2025
Q4 		$30.8M Sell
588,129
-125,174
-18% -$6.61M 0.02% 563
2025
Q3 		$35.7M Buy
713,303
+43,034
+6% +$2.24M 0.03% 536
2025
Q2 		$35.9M Buy
670,269
+25,757
+4% +$1.42M 0.03% 509
2025
Q1 		$37.4M Buy
644,512
+146,621
+29% +$8.3M 0.03% 495
2024
Q4 		$25.6M Buy
497,891
+193,278
+63% +$10.2M 0.02% 599
2024
Q3 		$16.4M Sell
304,613
-9,682
-3% -$525K 0.01% 701
2024
Q2 		$17.8M Buy
+314,295
New +$17.1M 0.01% 662
2021
Q4 		– Sell
-20,000
Closed -$746K – 1954
2021
Q3 		$746K Hold
20,000
– – ﹤0.01% 1378
2021
Q2 		$754K Sell
20,000
-20,000
-50% -$710K ﹤0.01% 1393
2021
Q1 		$1.27M Buy
+40,000
New +$1.25M ﹤0.01% 1263
2018
Q1 		– Sell
-14,074
Closed -$400K – 1738
2017
Q4 		$400K Hold
14,074
– – ﹤0.01% 1463
2017
Q3 		$438K Buy
+14,074
New +$438K ﹤0.01% 1334

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Neuberger Berman Group's SUN Position: Q2 2026 in Review

Neuberger Berman Group increased its Sunoco (SUN) stake by 0.51% in Q2 2026, buying an estimated $195K and bringing the position to 579,385 shares worth $39.1M. The position accounts for 0.03% of the portfolio, ranked #564.

Neuberger Berman Group first reported a position in SUN in Q3 2017 and has held it in 14 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Neuberger Berman Group held 579,385 shares of Sunoco worth $39.1M as of Q2 2026.
  • Neuberger Berman Group bought 2,938 Sunoco shares in Q2 2026, an estimated $195K.
  • Sunoco made up 0.03% of Neuberger Berman Group's portfolio in Q2 2026, its #564 holding.
  • Neuberger Berman Group first reported a position in Sunoco in Q3 2017 and has held it in 14 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.