Principal Securities’s Sunoco SUN Stock Holding History

Principal Securities’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 Q4	–	Sell	-641	Closed	-$32K	–	3258
2025 Q3	$32K	Sell	641 -686	-52%	-$35.7K	﹤0.01%	2182
2025 Q2	$71.1K	Buy	1,327 +823	+163%	+$45.4K	﹤0.01%	1700
2025 Q1	$25.9K	Hold	504	–	–	﹤0.01%	2074
2024 Q4	$25.9K	Sell	504 -194	-28%	-$10.3K	﹤0.01%	2068
2024 Q3	$37.4K	Buy	698 +21	+3%	+$1.14K	﹤0.01%	1814
2024 Q2	$38.3K	Buy	677 +224	+49%	+$12.2K	﹤0.01%	1745
2024 Q1	$27.3K	Buy	453 +5	+1%	+$302	﹤0.01%	1854
2023 Q4	$26.9K	Buy	+448	New	+$23.8K	﹤0.01%	1769

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Principal Securities's SUN Position: Q4 2025 in Review

Principal Securities sold out of Sunoco (SUN) in Q4 2025, closing a stake of 641 shares — an estimated $32K sold.

Principal Securities first reported a position in SUN in Q4 2023 and held it in 8 quarters. The position peaked at $71.1K in Q2 2025. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

Principal Securities reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 641 Sunoco shares in Q4 2025, an estimated $32K.
Principal Securities first reported a position in Sunoco in Q4 2023 and held it in 8 quarters.
Principal Securities's Sunoco position peaked at $71.1K in Q2 2025.
274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.