Sun Financial’s CrowdStrike CRWD Stock Holding History

Sun Financial’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Buy	13,560 +1,872	+16%	+$266K	1.43%	18
2026 Q1	$1.69M	Buy	11,688 +476	+4%	+$50.4K	0.85%	34
2025 Q4	$1.31M	Buy	+11,212	New	+$1.43M	0.73%	42

Other funds holding CRWD

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sun Financial's CRWD Position: Q2 2026 in Review

Sun Financial increased its CrowdStrike (CRWD) stake by 16% in Q2 2026, buying an estimated $266K and bringing the position to 13,560 shares worth $3.05M. The position accounts for 1.43% of the portfolio, ranked #18.

Sun Financial first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 2,472 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Sun Financial held 13,560 shares of CrowdStrike worth $3.05M as of Q2 2026.
Sun Financial bought 1,872 CrowdStrike shares in Q2 2026, an estimated $266K.
CrowdStrike made up 1.43% of Sun Financial's portfolio in Q2 2026, its #18 holding.
Sun Financial first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
2,472 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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