SF
YEAR icon

Sun Financial’s AB Ultra Short Income ETF YEAR Stock Holding History

Sun Financial’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Buy
5,119
+87
+2% +$4.39K 0.13% 148
2025
Q4 		$254K Buy
+5,032
New +$255K 0.14% 142

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sun Financial's YEAR Position: Q1 2026 in Review

Sun Financial increased its AB Ultra Short Income ETF (YEAR) stake by 1.7% in Q1 2026, buying an estimated $4.39K and bringing the position to 5,119 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #148.

Sun Financial first reported a position in YEAR in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Sun Financial held 5,119 shares of AB Ultra Short Income ETF worth $258K as of Q1 2026.
  • Sun Financial bought 87 AB Ultra Short Income ETF shares in Q1 2026, an estimated $4.39K.
  • AB Ultra Short Income ETF made up 0.13% of Sun Financial's portfolio in Q1 2026, its #148 holding.
  • Sun Financial first reported a position in AB Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

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