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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Stifel Financial's SUNS Position: Q1 2026 in Review

Stifel Financial increased its Sunrise Realty Trust (SUNS) stake by 3% in Q1 2026, buying an estimated $21K and bringing the position to 80,010 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Stifel Financial first reported a position in SUNS in Q2 2025 and has held it in 4 quarters since. The position peaked at $747K in Q2 2025. 77 funds tracked by Wall St. Rank hold SUNS as of Q1 2026.

  • Stifel Financial held 80,010 shares of Sunrise Realty Trust worth $614K as of Q1 2026.
  • Stifel Financial bought 2,310 Sunrise Realty Trust shares in Q1 2026, an estimated $21K.
  • Sunrise Realty Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2741 holding.
  • Stifel Financial first reported a position in Sunrise Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Stifel Financial's Sunrise Realty Trust position peaked at $747K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.