PF
RUN icon

Phoenix Financial’s Sunrun RUN Stock Holding History

Phoenix Financial’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-74,787
Closed -$612K – 492
2025
Q2 		$612K Sell
74,787
-60,400
-45% -$475K 0.01% 270
2025
Q1 		$792K Buy
135,187
+22,000
+19% +$181K 0.01% 228
2024
Q4 		$1.05M Hold
113,187
– – 0.01% 215
2024
Q3 		$2.04M Sell
113,187
-3,800
-3% -$67.5K 0.03% 182
2024
Q2 		$1.39M Buy
116,987
+115,029
+5,875% +$1.41M 0.02% 199
2024
Q1 		$25.7K Sell
1,958
-1,528,338
-100% -$21M ﹤0.01% 402
2023
Q4 		$33.8M Buy
1,530,296
+2,295
+0.2% +$29.1K 0.56% 46
2023
Q3 		$19.2M Sell
1,528,001
-454,275
-23% -$7.47M 0.35% 52
2023
Q2 		$35.4M Hold
1,982,276
– – 0.72% 37
2023
Q1 		$39.9M Hold
1,982,276
– – 0.89% 37
2022
Q4 		$47.6M Sell
1,982,276
-462,789
-19% -$12.4M 0.92% 34
2022
Q3 		$67.3M Sell
2,445,065
-924,024
-27% -$28.7M 1.48% 20
2022
Q2 		$78.6M Sell
3,369,089
-379,988
-10% -$9.13M 1.61% 15
2022
Q1 		$114M Buy
3,749,077
+715,830
+24% +$20M 1.92% 8
2021
Q4 		$104M Buy
3,033,247
+190,631
+7% +$8.92M 1.71% 11
2021
Q3 		$125M Buy
2,842,616
+115,959
+4% +$5.53M 2.17% 6
2021
Q2 		$152M Buy
2,726,657
+1,442,272
+112% +$69.6M 2.89% 1
2021
Q1 		$77.7M Sell
1,284,385
-449,910
-26% -$31.3M 1.76% 8
2020
Q4 		$120M Buy
1,734,295
+1,278,389
+280% +$79.4M 3.22% 1
2020
Q3 		$33M Buy
455,906
+73,436
+19% +$3.46M 1.38% 15
2020
Q2 		$7.16M Buy
382,470
+36,338
+10% +$556K 0.3% 90
2020
Q1 		$3.4M Buy
346,132
+323,732
+1,445% +$5.31M 0.17% 124
2019
Q4 		$307K Buy
+22,400
New +$334K 0.01% 181

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's RUN Position: Q3 2025 in Review

Phoenix Financial sold out of Sunrun (RUN) in Q3 2025, closing a stake of 74,787 shares — an estimated $612K sold.

Phoenix Financial first reported a position in RUN in Q4 2019 and held it in 23 quarters. The position peaked at $152M in Q2 2021. 370 funds tracked by Wall St. Rank hold RUN as of Q3 2025.

  • Phoenix Financial reported no remaining Sunrun position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 74,787 Sunrun shares in Q3 2025, an estimated $612K.
  • Phoenix Financial first reported a position in Sunrun in Q4 2019 and held it in 23 quarters.
  • Phoenix Financial's Sunrun position peaked at $152M in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Sunrun as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.