Summit Securities Group’s Sunrun RUN Stock Holding History

Summit Securities Group’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.8K	Buy	+2,642	New	+$44K	0.02%	439
2025 Q3	–	Sell	-1,069	Closed	-$8.74K	–	1338
2025 Q2	$8.74K	Buy	1,069 +608	+132%	+$4.78K	﹤0.01%	906
2025 Q1	$2.7K	Sell	461 -5,221	-92%	-$43K	﹤0.01%	651
2024 Q4	$52.6K	Buy	+5,682	New	+$70.6K	0.02%	285
2023 Q4	–	Sell	-1,462	Closed	-$18K	–	916
2023 Q3	$18K	Buy	+1,462	New	+$24K	0.01%	375
2023 Q1	–	Sell	-51,000	Closed	-$1.23M	–	1245
2022 Q4	$1.23M	Buy	51,000 +10,000	+24%	+$267K	0.25%	162
2022 Q3	$1.13M	Buy	41,000 +1,000	+3%	+$31.1K	0.21%	153
2022 Q2	$934K	Buy	40,000 +10,348	+35%	+$249K	0.31%	132
2022 Q1	$901K	Sell	29,652 -5,348	-15%	-$149K	0.27%	155
2021 Q4	$1.2M	Buy	35,000 +17,000	+94%	+$796K	0.11%	223
2021 Q3	$792K	Buy	18,000 +11,500	+177%	+$549K	0.17%	306
2021 Q2	$363K	Buy	+6,500	New	+$314K	0.08%	467
2021 Q1	–	Sell	-3,500	Closed	-$243K	–	817
2020 Q4	$243K	Buy	+3,500	New	+$217K	0.06%	492

Other funds holding RUN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return