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Sunrise Financial Services’s Harbor International Compounders ETF OSEA Stock Holding History

Sunrise Financial Services’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
35,619
-966
-3% -$29.3K 0.65% 25
2026
Q1 		$1.06M Sell
36,585
-131,967
-78% -$3.99M 0.75% 24
2025
Q4 		$5.1M Buy
+168,552
New +$5.1M 3.84% 10

Other funds holding OSEA

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $270M AUM 19.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
NA
Nordwand Advisors Radnor, Pennsylvania $652M AUM 36.81% 1-Year Est. Return

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

Sunrise Financial Services reduced its Harbor International Compounders ETF (OSEA) stake by 2.6% in Q2 2026, selling an estimated $29.3K and leaving 35,619 shares worth $1.09M. The position accounts for 0.65% of the portfolio, ranked #25.

Sunrise Financial Services first reported a position in OSEA in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.1M in Q4 2025. 65 funds tracked by Wall St. Rank hold OSEA as of Q2 2026.

  • Sunrise Financial Services held 35,619 shares of Harbor International Compounders ETF worth $1.09M as of Q2 2026.
  • Sunrise Financial Services sold 966 Harbor International Compounders ETF shares in Q2 2026, an estimated $29.3K.
  • Harbor International Compounders ETF made up 0.65% of Sunrise Financial Services's portfolio in Q2 2026, its #25 holding.
  • Sunrise Financial Services first reported a position in Harbor International Compounders ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Harbor International Compounders ETF position peaked at $5.1M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q2 2026.

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