Root Financial Partners’s SunocoCorp LLC SUNC Stock Holding History

Root Financial Partners’s Portfolio SUNC Stock Details SUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.99K	Buy	+81	New	+$4.6K	﹤0.01%	1961

Other funds holding SUNC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $2.91B AUM

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Root Financial Partners's SUNC Position: Q1 2026 in Review

Root Financial Partners opened a new position in SunocoCorp LLC (SUNC) in Q1 2026: 81 shares worth $4.99K. The stake represents ﹤0.01% of the portfolio and ranks #1961 among its holdings.

159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

Root Financial Partners held 81 shares of SunocoCorp LLC worth $4.99K as of Q1 2026.
SunocoCorp LLC was a new Root Financial Partners position in Q1 2026.
SunocoCorp LLC made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1961 holding.
159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.