Sun Financial’s Tesla TSLA Stock Holding History

Sun Financial’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.43M	Buy	3,229 +76	+2%	+$31.3K	0.72%	45
2025 Q4	$1.42M	Buy	+3,153	New	+$1.4M	0.79%	31

Other funds holding TSLA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Sun Financial's TSLA Position: Q1 2026 in Review

Sun Financial increased its Tesla (TSLA) stake by 2.4% in Q1 2026, buying an estimated $31.3K and bringing the position to 3,229 shares worth $1.43M. The position accounts for 0.72% of the portfolio, ranked #45.

Sun Financial first reported a position in TSLA in Q4 2025 and has held it in 2 quarters since. 4,186 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Sun Financial held 3,229 shares of Tesla worth $1.43M as of Q1 2026.
Sun Financial bought 76 Tesla shares in Q1 2026, an estimated $31.3K.
Tesla made up 0.72% of Sun Financial's portfolio in Q1 2026, its #45 holding.
Sun Financial first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
4,186 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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