IAGL
SUNC

Innovative Advisory Group, LLC’s SunocoCorp LLC SUNC Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-88
Closed -$4.34K – 253
2025
Q4 		$4.34K Buy
+88
New +$4.43K ﹤0.01% 166

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Innovative Advisory Group, LLC's SUNC Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of SunocoCorp LLC (SUNC) in Q1 2026, closing a stake of 88 shares — an estimated $4.34K sold.

Innovative Advisory Group, LLC first reported a position in SUNC in Q4 2025 and held it in 1 quarter. The position peaked at $4.34K in Q4 2025. 160 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining SunocoCorp LLC position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 88 SunocoCorp LLC shares in Q1 2026, an estimated $4.34K.
  • Innovative Advisory Group, LLC first reported a position in SunocoCorp LLC in Q4 2025 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's SunocoCorp LLC position peaked at $4.34K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.