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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 		$763K Buy
13,560
+1,872
+16% +$266K 0.36% 79
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
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 $763K. The position accounts for 0.36% of the portfolio, ranked #79.

Sun Financial first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q1 2026. 2,460 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Sun Financial held 13,560 shares of CrowdStrike worth $763K as of Q2 2026.
  • Sun Financial bought 1,872 CrowdStrike shares in Q2 2026, an estimated $266K.
  • CrowdStrike made up 0.36% of Sun Financial's portfolio in Q2 2026, its #79 holding.
  • Sun Financial first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's CrowdStrike position peaked at $1.69M in Q1 2026.
  • 2,460 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.