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 Q2	–	Sell	-81	Closed	-$4.99K	–	3464
2026 Q1	$4.99K	Buy	+81	New	+$4.6K	﹤0.01%	1961

Other funds holding SUNC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $3.31B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Root Financial Partners's SUNC Position: Q2 2026 in Review

Root Financial Partners sold out of SunocoCorp LLC (SUNC) in Q2 2026, closing a stake of 81 shares — an estimated $4.99K sold.

Root Financial Partners first reported a position in SUNC in Q1 2026 and held it in 1 quarter. The position peaked at $4.99K in Q1 2026. 173 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

Root Financial Partners reported no remaining SunocoCorp LLC position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 81 SunocoCorp LLC shares in Q2 2026, an estimated $4.99K.
Root Financial Partners first reported a position in SunocoCorp LLC in Q1 2026 and held it in 1 quarter.
Root Financial Partners's SunocoCorp LLC position peaked at $4.99K in Q1 2026.
173 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.