Sunbelt Securities’s Terns Pharmaceuticals TERN Stock Holding History

Sunbelt Securities’s Portfolio TERN Stock Details TERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.74K	Hold	71	–	–	﹤0.01%	1760
2025 Q4	$2.87K	Hold	71	–	–	﹤0.01%	1780
2025 Q3	$533	Buy	+71	New	+$453	﹤0.01%	2209

Other funds holding TERN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Sunbelt Securities's TERN Position: Q1 2026 in Review

Sunbelt Securities held its Terns Pharmaceuticals (TERN) position steady in Q1 2026 at 71 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Sunbelt Securities first reported a position in TERN in Q3 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

Sunbelt Securities held 71 shares of Terns Pharmaceuticals worth $3.74K as of Q1 2026.
Sunbelt Securities left its Terns Pharmaceuticals share count unchanged in Q1 2026.
Terns Pharmaceuticals made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1760 holding.
Sunbelt Securities first reported a position in Terns Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.