TFA
SUNS

Transamerica Financial Advisors’s Sunrise Realty Trust SUNS Stock Holding History

Transamerica Financial Advisors’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$183 – 2301
2026
Q1 		$183 Buy
+23
New +$209 ﹤0.01% 1653

Other funds holding SUNS

PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Transamerica Financial Advisors's SUNS Position: Q2 2026 in Review

Transamerica Financial Advisors sold out of Sunrise Realty Trust (SUNS) in Q2 2026, closing a stake of 23 shares — an estimated $183 sold.

Transamerica Financial Advisors first reported a position in SUNS in Q1 2026 and held it in 1 quarter. The position peaked at $183 in Q1 2026. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining Sunrise Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 23 Sunrise Realty Trust shares in Q2 2026, an estimated $183.
  • Transamerica Financial Advisors first reported a position in Sunrise Realty Trust in Q1 2026 and held it in 1 quarter.
  • Transamerica Financial Advisors's Sunrise Realty Trust position peaked at $183 in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.