Vanguard Fiduciary Trust’s Sunrise Realty Trust SUNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$475K Sell
60,064
-3,523
-6% -$28.4K ﹤0.01% 3288
2026
Q1
$488K Buy
+63,587
New +$578K ﹤0.01% 3222

Other funds holding SUNS

Vanguard Fiduciary Trust's SUNS Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its Sunrise Realty Trust (SUNS) stake by 5.5% in Q2 2026, selling an estimated $28.4K and leaving 60,064 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

Vanguard Fiduciary Trust first reported a position in SUNS in Q1 2026 and has held it in 2 quarters since. The position peaked at $488K in Q1 2026. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Vanguard Fiduciary Trust held 60,064 shares of Sunrise Realty Trust worth $475K as of Q2 2026.
  • Vanguard Fiduciary Trust sold 3,523 Sunrise Realty Trust shares in Q2 2026, an estimated $28.4K.
  • Sunrise Realty Trust made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3288 holding.
  • Vanguard Fiduciary Trust first reported a position in Sunrise Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Sunrise Realty Trust position peaked at $488K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.