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Sunrise Financial Services’s LyondellBasell Industries LYB Stock Holding History

Sunrise Financial Services’s Portfolio LYB Stock Details LYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$632 Hold
12
– – ﹤0.01% 529
2026
Q1 		$967 Hold
12
– – ﹤0.01% 502
2025
Q4 		$520 Buy
+12
New +$543 ﹤0.01% 507

Other funds holding LYB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sunrise Financial Services held its LyondellBasell Industries (LYB) position steady in Q2 2026 at 12 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Sunrise Financial Services first reported a position in LYB in Q4 2025 and has held it in 3 quarters since. The position peaked at $967 in Q1 2026. 879 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • Sunrise Financial Services held 12 shares of LyondellBasell Industries worth $632 as of Q2 2026.
  • Sunrise Financial Services left its LyondellBasell Industries share count unchanged in Q2 2026.
  • LyondellBasell Industries made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #529 holding.
  • Sunrise Financial Services first reported a position in LyondellBasell Industries in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's LyondellBasell Industries position peaked at $967 in Q1 2026.
  • 879 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

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