SPIA
SUNC

Steward Partners Investment Advisory’s SunocoCorp LLC SUNC Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-147
Closed -$7.24K – 4606
2025
Q4 		$7.24K Buy
+147
New +$7.4K ﹤0.01% 3574

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $2.91B AUM
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Steward Partners Investment Advisory's SUNC Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of SunocoCorp LLC (SUNC) in Q1 2026, closing a stake of 147 shares — an estimated $7.24K sold.

Steward Partners Investment Advisory first reported a position in SUNC in Q4 2025 and held it in 1 quarter. The position peaked at $7.24K in Q4 2025. 159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining SunocoCorp LLC position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 147 SunocoCorp LLC shares in Q1 2026, an estimated $7.24K.
  • Steward Partners Investment Advisory first reported a position in SunocoCorp LLC in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's SunocoCorp LLC position peaked at $7.24K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.