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Sun Financial’s Sterling Infrastructure STRL Stock Holding History

Sun Financial’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
396
+137
+53% +$96.2K 0.1% 158
2026
Q1 		$230K Buy
+259
New +$101K 0.12% 154

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sun Financial's STRL Position: Q2 2026 in Review

Sun Financial increased its Sterling Infrastructure (STRL) stake by 53% in Q2 2026, buying an estimated $96.2K and bringing the position to 396 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #158.

Sun Financial first reported a position in STRL in Q1 2026 and has held it in 2 quarters since. The position peaked at $230K in Q1 2026. 886 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Sun Financial held 396 shares of Sterling Infrastructure worth $209K as of Q2 2026.
  • Sun Financial bought 137 Sterling Infrastructure shares in Q2 2026, an estimated $96.2K.
  • Sterling Infrastructure made up 0.1% of Sun Financial's portfolio in Q2 2026, its #158 holding.
  • Sun Financial first reported a position in Sterling Infrastructure in Q1 2026 and has held it in 2 quarters since.
  • Sun Financial's Sterling Infrastructure position peaked at $230K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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