SWM
SUNS

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
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

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 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

Spire Wealth Management's SUNS Position: Q2 2026 in Review

Spire Wealth Management held its Sunrise Realty Trust (SUNS) position steady in Q2 2026 at 5,598 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Spire Wealth Management first reported a position in SUNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q4 2024. 8 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Spire Wealth Management held 5,598 shares of Sunrise Realty Trust worth $44.2K as of Q2 2026.
  • Spire Wealth Management left its Sunrise Realty Trust share count unchanged in Q2 2026.
  • Sunrise Realty Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1213 holding.
  • Spire Wealth Management first reported a position in Sunrise Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Sunrise Realty Trust position peaked at $137K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.