NFSG
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Newbridge Financial Services Group’s Sunoco SUN Stock Holding History

Newbridge Financial Services 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 		$291K Buy
4,308
+45
+1% +$2.99K 0.04% 201
2026
Q1 		$277K Buy
4,263
+6
+0.1% +$364 0.05% 188
2025
Q4 		$223K Buy
4,257
+7
+0.2% +$370 0.03% 221
2025
Q3 		$213K Buy
4,250
+7
+0.2% +$364 0.03% 291
2025
Q2 		$227K Buy
4,243
+131
+3% +$7.23K 0.04% 268
2025
Q1 		$239K Sell
4,112
-144
-3% -$8.15K 0.06% 175
2024
Q4 		$219K Buy
4,256
+247
+6% +$13.1K 0.06% 199
2024
Q3 		$215K Buy
4,009
+606
+18% +$32.9K 0.08% 141
2024
Q2 		$192K Sell
3,403
-145
-4% -$7.91K 0.07% 192
2024
Q1 		$214K Buy
+3,548
New +$215K 0.09% 183
2023
Q4 		– Sell
-3,487
Closed -$171K – 1318
2023
Q3 		$171K Buy
3,487
+6
+0.2% +$273 0.09% 208
2023
Q2 		$152K Sell
3,481
-43
-1% -$1.9K 0.07% 242
2023
Q1 		$155K Sell
3,524
-545
-13% -$24.6K 0.08% 237
2022
Q4 		$175K Buy
4,069
+1,299
+47% +$54.8K 0.1% 200
2022
Q3 		$108K Buy
2,770
+11
+0.4% +$433 0.06% 285
2022
Q2 		$103K Buy
2,759
+11
+0.4% +$448 0.06% 263
2022
Q1 		$112K Buy
2,748
+57
+2% +$2.43K 0.06% 287
2021
Q4 		$110K Buy
2,691
+1,220
+83% +$48.4K 0.05% 286
2021
Q3 		$55K Buy
1,471
+946
+180% +$35.1K 0.03% 388
2021
Q2 		$20K Buy
525
+12
+2% +$426 0.01% 784
2021
Q1 		$16K Buy
513
+14
+3% +$437 0.01% 755
2020
Q4 		$14K Buy
499
+14
+3% +$379 0.01% 636
2020
Q3 		$12K Buy
+485
New +$12.2K 0.01% 635

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

Newbridge Financial Services Group's SUN Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Sunoco (SUN) stake by 1.1% in Q2 2026, buying an estimated $2.99K and bringing the position to 4,308 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #201.

Newbridge Financial Services Group first reported a position in SUN in Q3 2020 and has held it in 23 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Newbridge Financial Services Group held 4,308 shares of Sunoco worth $291K as of Q2 2026.
  • Newbridge Financial Services Group bought 45 Sunoco shares in Q2 2026, an estimated $2.99K.
  • Sunoco made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #201 holding.
  • Newbridge Financial Services Group first reported a position in Sunoco in Q3 2020 and has held it in 23 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.