Parkside Financial Bank & Trust’s Sunoco SUN Stock Holding History

Parkside Financial Bank & Trust’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	$88.5K	Hold	1,311	–	–	0.01%	799
2026 Q1	$85.2K	Sell	1,311 -2	-0.2%	-$121	0.01%	756
2025 Q4	$68.8K	Hold	1,313	–	–	0.01%	843
2025 Q3	$65.7K	Sell	1,313 -66	-5%	-$3.43K	0.01%	831
2025 Q2	$73.9K	Buy	1,379 +675	+96%	+$37.3K	0.01%	760
2025 Q1	$40.9K	Hold	704	–	–	0.01%	902
2024 Q4	$36.2K	Sell	704 -80	-10%	-$4.23K	﹤0.01%	909
2024 Q3	$42.1K	Hold	784	–	–	0.01%	840
2024 Q2	$44.3K	Buy	+784	New	+$42.8K	0.01%	789

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parkside Financial Bank & Trust's SUN Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Sunoco (SUN) position steady in Q2 2026 at 1,311 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #799.

Parkside Financial Bank & Trust first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Parkside Financial Bank & Trust held 1,311 shares of Sunoco worth $88.5K as of Q2 2026.
Parkside Financial Bank & Trust left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #799 holding.
Parkside Financial Bank & Trust first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.