Sun Financial’s Amazon AMZN Stock Holding History

Sun Financial’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3M	Buy	10,788 +574	+6%	+$144K	1.42%	18
2026 Q1	$2.73M	Buy	10,214 +259	+3%	+$57K	1.37%	19
2025 Q4	$2.3M	Buy	+9,955	New	+$2.28M	1.28%	20

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sun Financial's AMZN Position: Q2 2026 in Review

Sun Financial increased its Amazon (AMZN) stake by 5.6% in Q2 2026, buying an estimated $144K and bringing the position to 10,788 shares worth $3M. The position accounts for 1.42% of the portfolio, ranked #18.

Sun Financial first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 6,159 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Sun Financial held 10,788 shares of Amazon worth $3M as of Q2 2026.
Sun Financial bought 574 Amazon shares in Q2 2026, an estimated $144K.
Amazon made up 1.42% of Sun Financial's portfolio in Q2 2026, its #18 holding.
Sun Financial first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
6,159 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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