Sun Financial’s NVIDIA NVDA Stock Holding History

Sun Financial’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.48M	Buy	18,995 +64	+0.3%	+$11.7K	2.24%	9
2025 Q4	$3.53M	Buy	+18,931	New	+$3.52M	1.97%	10

Other funds holding NVDA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Sun Financial's NVDA Position: Q1 2026 in Review

Sun Financial increased its NVIDIA (NVDA) stake by 0.34% in Q1 2026, buying an estimated $11.7K and bringing the position to 18,995 shares worth $4.48M. The position accounts for 2.24% of the portfolio, ranked #9.

Sun Financial first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. 5,843 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Sun Financial held 18,995 shares of NVIDIA worth $4.48M as of Q1 2026.
Sun Financial bought 64 NVIDIA shares in Q1 2026, an estimated $11.7K.
NVIDIA made up 2.24% of Sun Financial's portfolio in Q1 2026, its #9 holding.
Sun Financial first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
5,843 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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