Sunburst Financial Group
AMT icon

Sunburst Financial Group’s American Tower AMT Stock Holding History

Sunburst Financial Group’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$334K Buy
2,039
+106
+5% +$18.2K 0.05% 105
2026
Q2 		$316K Buy
1,933
+66
+4% +$11.9K 0.05% 105
2026
Q1 		$322K Buy
1,867
+623
+50% +$112K 0.06% 98
2025
Q4 		$218K Sell
1,244
-1,069
-46% -$195K 0.04% 117
2025
Q3 		$445K Buy
2,313
+265
+13% +$55.2K 0.09% 75
2025
Q2 		$453K Buy
2,048
+378
+23% +$81.6K 0.1% 70
2025
Q1 		$363K Buy
1,670
+316
+23% +$62K 0.09% 74
2024
Q4 		$248K Buy
1,354
+63
+5% +$13.1K 0.06% 97
2024
Q3 		$300K Buy
1,291
+232
+22% +$51.4K 0.08% 93
2024
Q2 		$206K Buy
+1,059
New +$198K 0.06% 108

Other funds holding AMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sunburst Financial Group's AMT Position: Q3 2026 in Review

Sunburst Financial Group increased its American Tower (AMT) stake by 5.5% in Q3 2026, buying an estimated $18.2K and bringing the position to 2,039 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #105.

Sunburst Financial Group first reported a position in AMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $453K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Sunburst Financial Group held 2,039 shares of American Tower worth $334K as of Q3 2026.
  • Sunburst Financial Group bought 106 American Tower shares in Q3 2026, an estimated $18.2K.
  • American Tower made up 0.05% of Sunburst Financial Group's portfolio in Q3 2026, its #105 holding.
  • Sunburst Financial Group first reported a position in American Tower in Q2 2024 and has held it in 10 quarters since.
  • Sunburst Financial Group's American Tower position peaked at $453K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.