Stifel Financial
SUNS

Stifel Financial’s Sunrise Realty Trust SUNS Stock Holding History

Stifel Financial’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 		$230K Sell
29,091
-50,919
-64% -$410K ﹤0.01% 3434
2026
Q1 		$614K Buy
80,010
+2,310
+3% +$21K ﹤0.01% 2741
2025
Q4 		$733K Buy
77,700
+5,760
+8% +$56.4K ﹤0.01% 2634
2025
Q3 		$747K Buy
71,940
+1,423
+2% +$15.3K ﹤0.01% 2567
2025
Q2 		$747K Buy
+70,517
New +$731K ﹤0.01% 2528

Other funds holding SUNS

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Stifel Financial's SUNS Position: Q2 2026 in Review

Stifel Financial reduced its Sunrise Realty Trust (SUNS) stake by 64% in Q2 2026, selling an estimated $410K and leaving 29,091 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Stifel Financial first reported a position in SUNS in Q2 2025 and has held it in 5 quarters since. The position peaked at $747K in Q2 2025. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Stifel Financial held 29,091 shares of Sunrise Realty Trust worth $230K as of Q2 2026.
  • Stifel Financial sold 50,919 Sunrise Realty Trust shares in Q2 2026, an estimated $410K.
  • Sunrise Realty Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3434 holding.
  • Stifel Financial first reported a position in Sunrise Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Stifel Financial's Sunrise Realty Trust position peaked at $747K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.