Root Financial Partners
SUNC icon

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
Q3 		$14.7K Buy
+201
New +$15.2K ﹤0.01% 1721
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BCV Asset Management
BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Root Financial Partners's SUNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in SunocoCorp LLC (SUNC) in Q3 2026: 201 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SUNC as recently as Q1 2026.

Root Financial Partners first reported a position in SUNC in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold SUNC as of Q3 2026.

  • Root Financial Partners held 201 shares of SunocoCorp LLC worth $14.7K as of Q3 2026.
  • SunocoCorp LLC was a new Root Financial Partners position in Q3 2026.
  • SunocoCorp LLC made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1721 holding.
  • Root Financial Partners first reported a position in SunocoCorp LLC in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.