NFSG
SUNS

Newbridge Financial Services Group’s Sunrise Realty Trust SUNS Stock Holding History

Newbridge Financial Services Group’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 		$3.15K Hold
399
– – ﹤0.01% 1028
2026
Q1 		$3.06K Hold
399
– – ﹤0.01% 982
2025
Q4 		$3.76K Hold
399
– – ﹤0.01% 943
2025
Q3 		$4.15K Hold
399
– – ﹤0.01% 1054
2025
Q2 		$4.23K Hold
399
– – ﹤0.01% 1047
2025
Q1 		$4.42K Hold
399
– – ﹤0.01% 813
2024
Q4 		$5.62K Buy
+399
New +$5.76K ﹤0.01% 842

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

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

Newbridge Financial Services Group held its Sunrise Realty Trust (SUNS) position steady in Q2 2026 at 399 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Newbridge Financial Services Group first reported a position in SUNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.62K in Q4 2024. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Newbridge Financial Services Group held 399 shares of Sunrise Realty Trust worth $3.15K as of Q2 2026.
  • Newbridge Financial Services Group left its Sunrise Realty Trust share count unchanged in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1028 holding.
  • Newbridge Financial Services Group first reported a position in Sunrise Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Newbridge Financial Services Group's Sunrise Realty Trust position peaked at $5.62K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

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