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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Raymond James Financial's SUNS Position: Q1 2026 in Review

Raymond James Financial reduced its Sunrise Realty Trust (SUNS) stake by 1.9% in Q1 2026, selling an estimated $29.7K and leaving 168,709 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3678.

Raymond James Financial first reported a position in SUNS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.34M in Q1 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Raymond James Financial held 168,709 shares of Sunrise Realty Trust worth $1.29M as of Q1 2026.
  • Raymond James Financial sold 3,268 Sunrise Realty Trust shares in Q1 2026, an estimated $29.7K.
  • Sunrise Realty Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3678 holding.
  • Raymond James Financial first reported a position in Sunrise Realty Trust in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Sunrise Realty Trust position peaked at $3.34M in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.