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Sunrise Financial Services’s Chord Energy CHRD Stock Holding History

Sunrise Financial Services’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457 Hold
4
– – ﹤0.01% 546
2026
Q1 		$569 Hold
4
– – ﹤0.01% 551
2025
Q4 		$371 Buy
+4
New +$371 ﹤0.01% 516

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sunrise Financial Services's CHRD Position: Q2 2026 in Review

Sunrise Financial Services held its Chord Energy (CHRD) position steady in Q2 2026 at 4 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Sunrise Financial Services first reported a position in CHRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $569 in Q1 2026. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

  • Sunrise Financial Services held 4 shares of Chord Energy worth $457 as of Q2 2026.
  • Sunrise Financial Services left its Chord Energy share count unchanged in Q2 2026.
  • Chord Energy made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #546 holding.
  • Sunrise Financial Services first reported a position in Chord Energy in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Chord Energy position peaked at $569 in Q1 2026.
  • 516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

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