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Sun Financial’s Live Nation Entertainment LYV Stock Holding History

Sun Financial’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,294
Closed -$390K – 170
2026
Q1 		$390K Sell
2,294
-163
-7% -$24.7K 0.2% 102
2025
Q4 		$350K Buy
+2,457
New +$353K 0.2% 113

Other funds holding LYV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sun Financial's LYV Position: Q2 2026 in Review

Sun Financial sold out of Live Nation Entertainment (LYV) in Q2 2026, closing a stake of 2,294 shares — an estimated $390K sold.

Sun Financial first reported a position in LYV in Q4 2025 and held it in 2 quarters. The position peaked at $390K in Q1 2026. 851 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Sun Financial reported no remaining Live Nation Entertainment position as of Q2 2026 after selling out during the quarter.
  • Sun Financial sold 2,294 Live Nation Entertainment shares in Q2 2026, an estimated $390K.
  • Sun Financial first reported a position in Live Nation Entertainment in Q4 2025 and held it in 2 quarters.
  • Sun Financial's Live Nation Entertainment position peaked at $390K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

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