RFA
SUNS

Register Financial Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Register Financial Advisors’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 		$92.4K Hold
11,700
– – 0.03% 280
2026
Q1 		$89.7K Hold
11,700
– – 0.03% 256
2025
Q4 		$110K Hold
11,700
– – 0.04% 237
2025
Q3 		$122K Hold
11,700
– – 0.05% 227
2025
Q2 		$124K Buy
+11,700
New +$121K 0.05% 222

Other funds holding SUNS

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Register Financial Advisors's SUNS Position: Q2 2026 in Review

Register Financial Advisors held its Sunrise Realty Trust (SUNS) position steady in Q2 2026 at 11,700 shares worth $92.4K. The position accounts for 0.03% of the portfolio, ranked #280.

Register Financial Advisors first reported a position in SUNS in Q2 2025 and has held it in 5 quarters since. The position peaked at $124K in Q2 2025. 8 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Register Financial Advisors held 11,700 shares of Sunrise Realty Trust worth $92.4K as of Q2 2026.
  • Register Financial Advisors left its Sunrise Realty Trust share count unchanged in Q2 2026.
  • Sunrise Realty Trust made up 0.03% of Register Financial Advisors's portfolio in Q2 2026, its #280 holding.
  • Register Financial Advisors first reported a position in Sunrise Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Register Financial Advisors's Sunrise Realty Trust position peaked at $124K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.