UBS Group
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UBS Group’s SunocoCorp LLC SUNC Stock Holding History

UBS Group’s Portfolio SUNC Stock Details SUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39.4M Sell
538,268
-111,306
-17% -$8.42M 0.01% 1933
2026
Q2 		$44M Sell
649,574
-486,485
-43% -$31.8M 0.01% 1873
2026
Q1 		$70M Buy
1,136,059
+123,316
+12% +$7M 0.01% 1314
2025
Q4 		$49.9M Buy
+1,012,743
New +$51M 0.01% 1631

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BCV Asset Management
BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

UBS Group's SUNC Position: Q3 2026 in Review

UBS Group reduced its SunocoCorp LLC (SUNC) stake by 17% in Q3 2026, selling an estimated $8.42M and leaving 538,268 shares worth $39.4M. The position accounts for 0.01% of the portfolio, ranked #1933.

UBS Group first reported a position in SUNC in Q4 2025 and has held it in 4 quarters since. The position peaked at $70M in Q1 2026. 87 funds tracked by Wall St. Rank hold SUNC as of Q3 2026.

  • UBS Group held 538,268 shares of SunocoCorp LLC worth $39.4M as of Q3 2026.
  • UBS Group sold 111,306 SunocoCorp LLC shares in Q3 2026, an estimated $8.42M.
  • SunocoCorp LLC made up 0.01% of UBS Group's portfolio in Q3 2026, its #1933 holding.
  • UBS Group first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 4 quarters since.
  • UBS Group's SunocoCorp LLC position peaked at $70M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.