Raymond James Financial
SUNS

Raymond James Financial’s Sunrise Realty Trust SUNS Stock Holding History

Raymond James Financial’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Sell
160,032
-8,677
-5% -$69.8K ﹤0.01% 3827
2026
Q1 		$1.29M Sell
168,709
-3,268
-2% -$29.7K ﹤0.01% 3678
2025
Q4 		$1.62M Buy
171,977
+39,095
+29% +$383K ﹤0.01% 3434
2025
Q3 		$1.38M Sell
132,882
-33,531
-20% -$360K ﹤0.01% 3459
2025
Q2 		$1.76M Sell
166,413
-135,017
-45% -$1.4M ﹤0.01% 3178
2025
Q1 		$3.34M Buy
+301,430
New +$3.62M ﹤0.01% 2614

Other funds holding SUNS

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial's SUNS Position: Q2 2026 in Review

Raymond James Financial reduced its Sunrise Realty Trust (SUNS) stake by 5.1% in Q2 2026, selling an estimated $69.8K and leaving 160,032 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Raymond James Financial first reported a position in SUNS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.34M in Q1 2025. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Raymond James Financial held 160,032 shares of Sunrise Realty Trust worth $1.26M as of Q2 2026.
  • Raymond James Financial sold 8,677 Sunrise Realty Trust shares in Q2 2026, an estimated $69.8K.
  • Sunrise Realty Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3827 holding.
  • Raymond James Financial first reported a position in Sunrise Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • Raymond James Financial's Sunrise Realty Trust position peaked at $3.34M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.