Spire Wealth Management
SUNS icon

Spire Wealth Management’s Sunrise Realty Trust SUNS Stock Holding History

Spire Wealth Management’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
Q3 		$36K Hold
5,598
– – ﹤0.01% 1232
2026
Q2 		$44.2K Hold
5,598
– – ﹤0.01% 1213
2026
Q1 		$42.9K Hold
5,598
– – ﹤0.01% 1210
2025
Q4 		$52.8K Sell
5,598
-833
-13% -$8.16K ﹤0.01% 1162
2025
Q3 		$66.8K Sell
6,431
-2,000
-24% -$21.5K ﹤0.01% 1139
2025
Q2 		$89.4K Sell
8,431
-1,332
-14% -$13.8K ﹤0.01% 1018
2025
Q1 		$108K Hold
9,763
– – ﹤0.01% 1009
2024
Q4 		$137K Buy
+9,763
New +$141K ﹤0.01% 933

Other funds holding SUNS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Spire Wealth Management's SUNS Position: Q3 2026 in Review

Spire Wealth Management held its Sunrise Realty Trust (SUNS) position steady in Q3 2026 at 5,598 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Spire Wealth Management first reported a position in SUNS in Q4 2024 and has held it in 8 quarters since. The position peaked at $137K in Q4 2024. 21 funds tracked by Wall St. Rank hold SUNS as of Q3 2026.

  • Spire Wealth Management held 5,598 shares of Sunrise Realty Trust worth $36K as of Q3 2026.
  • Spire Wealth Management left its Sunrise Realty Trust share count unchanged in Q3 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1232 holding.
  • Spire Wealth Management first reported a position in Sunrise Realty Trust in Q4 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's Sunrise Realty Trust position peaked at $137K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.