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Park Square Financial Group’s Sunoco SUN Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-380
Closed -$20.4K – 864
2025
Q2 		$20.4K Hold
380
– – 0.01% 457
2025
Q1 		$22.1K Hold
380
– – 0.02% 417
2024
Q4 		$19.5K Buy
+380
New +$20.1K 0.01% 439

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Park Square Financial Group's SUN Position: Q3 2025 in Review

Park Square Financial Group sold out of Sunoco (SUN) in Q3 2025, closing a stake of 380 shares — an estimated $20.4K sold.

Park Square Financial Group first reported a position in SUN in Q4 2024 and held it in 3 quarters. The position peaked at $22.1K in Q1 2025. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

  • Park Square Financial Group reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 380 Sunoco shares in Q3 2025, an estimated $20.4K.
  • Park Square Financial Group first reported a position in Sunoco in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Sunoco position peaked at $22.1K in Q1 2025.
  • 272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.