UMB Bank’s Sunoco SUN Stock Holding History

UMB Bank’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-90	Closed	-$4.5K	–	2324
2025 Q3	$4.5K	Hold	90	–	–	﹤0.01%	1904
2025 Q2	$4.82K	Hold	90	–	–	﹤0.01%	1834
2025 Q1	$5.22K	Hold	90	–	–	﹤0.01%	1746
2024 Q4	$4.63K	Hold	90	–	–	﹤0.01%	1732
2024 Q3	$4.83K	Hold	90	–	–	﹤0.01%	1742
2024 Q2	$5.09K	Buy	+90	New	+$4.91K	﹤0.01%	1429
2022 Q3	–	Sell	-136	Closed	-$5K	–	1955
2022 Q2	$5K	Hold	136	–	–	﹤0.01%	1594
2022 Q1	$6K	Hold	136	–	–	﹤0.01%	1632
2021 Q4	$6K	Buy	+136	New	+$5.39K	﹤0.01%	1606

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

UMB Bank's SUN Position: Q4 2025 in Review

UMB Bank sold out of Sunoco (SUN) in Q4 2025, closing a stake of 90 shares — an estimated $4.5K sold.

UMB Bank first reported a position in SUN in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

UMB Bank reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
UMB Bank sold 90 Sunoco shares in Q4 2025, an estimated $4.5K.
UMB Bank first reported a position in Sunoco in Q4 2021 and held it in 9 quarters.
UMB Bank's Sunoco position peaked at $6K in Q1 2022.
274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.