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Sunrise Financial Services’s United States Oil Fund USO Stock Holding History

Sunrise Financial Services’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45K Hold
23
– – ﹤0.01% 364
2026
Q1 		$2.93K Sell
23
-46
-67% -$4.08K ﹤0.01% 348
2025
Q4 		$4.77K Buy
+69
New +$4.87K ﹤0.01% 255

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

Sunrise Financial Services held its United States Oil Fund (USO) position steady in Q2 2026 at 23 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Sunrise Financial Services first reported a position in USO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.77K in Q4 2025. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Sunrise Financial Services held 23 shares of United States Oil Fund worth $2.45K as of Q2 2026.
  • Sunrise Financial Services left its United States Oil Fund share count unchanged in Q2 2026.
  • United States Oil Fund made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #364 holding.
  • Sunrise Financial Services first reported a position in United States Oil Fund in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's United States Oil Fund position peaked at $4.77K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

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