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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sun Financial's CRWD Position: Q1 2026 in Review

Sun Financial increased its CrowdStrike (CRWD) stake by 4.2% in Q1 2026, buying an estimated $50.4K and bringing the position to 11,688 shares worth $1.69M. The position accounts for 0.85% of the portfolio, ranked #34.

Sun Financial first reported a position in CRWD in Q4 2025 and has held it in 2 quarters since. 2,080 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Sun Financial held 11,688 shares of CrowdStrike worth $1.69M as of Q1 2026.
Sun Financial bought 476 CrowdStrike shares in Q1 2026, an estimated $50.4K.
CrowdStrike made up 0.85% of Sun Financial's portfolio in Q1 2026, its #34 holding.
Sun Financial first reported a position in CrowdStrike in Q4 2025 and has held it in 2 quarters since.
2,080 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.