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TFC Financial Management’s Sun Communities SUI Stock Holding History

TFC Financial Management’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126 Hold
1
– – ﹤0.01% 850
2025
Q4 		$124 Hold
1
– – ﹤0.01% 839
2025
Q3 		$129 Hold
1
– – ﹤0.01% 857
2025
Q2 		$127 Buy
+1
New +$124 ﹤0.01% 844

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's SUI Position: Q1 2026 in Review

TFC Financial Management held its Sun Communities (SUI) position steady in Q1 2026 at 1 share worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #850.

TFC Financial Management first reported a position in SUI in Q2 2025 and has held it in 4 quarters since. The position peaked at $129 in Q3 2025. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • TFC Financial Management held 1 share of Sun Communities worth $126 as of Q1 2026.
  • TFC Financial Management left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #850 holding.
  • TFC Financial Management first reported a position in Sun Communities in Q2 2025 and has held it in 4 quarters since.
  • TFC Financial Management's Sun Communities position peaked at $129 in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.