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Pinnacle Financial Partners (Georgia)’s Sunoco SUN Stock Holding History

Pinnacle Financial Partners (Georgia)’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
Q1 		– Sell
-6,260
Closed -$328K – 1121
2025
Q4 		$328K Buy
+6,260
New +$331K ﹤0.01% 891

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s SUN Position: Q1 2026 in Review

Pinnacle Financial Partners (Georgia) sold out of Sunoco (SUN) in Q1 2026, closing a stake of 6,260 shares — an estimated $328K sold.

Pinnacle Financial Partners (Georgia) first reported a position in SUN in Q4 2025 and held it in 1 quarter. The position peaked at $328K in Q4 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Pinnacle Financial Partners (Georgia) reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Financial Partners (Georgia) sold 6,260 Sunoco shares in Q1 2026, an estimated $328K.
  • Pinnacle Financial Partners (Georgia) first reported a position in Sunoco in Q4 2025 and held it in 1 quarter.
  • Pinnacle Financial Partners (Georgia)'s Sunoco position peaked at $328K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.