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Sunrise Financial Services’s iQIYI IQ Stock Holding History

Sunrise Financial Services’s Portfolio IQ Stock Details IQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79 Hold
76
– – ﹤0.01% 584
2026
Q1 		$103 Hold
76
– – ﹤0.01% 605
2025
Q4 		$146 Buy
+76
New +$163 ﹤0.01% 524

Other funds holding IQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Sunrise Financial Services held its iQIYI (IQ) position steady in Q2 2026 at 76 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Sunrise Financial Services first reported a position in IQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $146 in Q4 2025. 129 funds tracked by Wall St. Rank hold IQ as of Q2 2026.

  • Sunrise Financial Services held 76 shares of iQIYI worth $79 as of Q2 2026.
  • Sunrise Financial Services left its iQIYI share count unchanged in Q2 2026.
  • iQIYI made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #584 holding.
  • Sunrise Financial Services first reported a position in iQIYI in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's iQIYI position peaked at $146 in Q4 2025.
  • 129 funds tracked by Wall St. Rank held iQIYI as of Q2 2026.

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