Waverly Advisors’s SunocoCorp LLC SUNC Stock Holding History

Waverly Advisors’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 Q1	$5.88M	Buy	95,419 +1,324	+1%	+$75.2K	0.04%	373
2025 Q4	$4.64M	Buy	+94,095	New	+$4.74M	0.04%	385

Other funds holding SUNC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $2.91B AUM

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Waverly Advisors's SUNC Position: Q1 2026 in Review

Waverly Advisors increased its SunocoCorp LLC (SUNC) stake by 1.4% in Q1 2026, buying an estimated $75.2K and bringing the position to 95,419 shares worth $5.88M. The position accounts for 0.04% of the portfolio, ranked #373.

Waverly Advisors first reported a position in SUNC in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

Waverly Advisors held 95,419 shares of SunocoCorp LLC worth $5.88M as of Q1 2026.
Waverly Advisors bought 1,324 SunocoCorp LLC shares in Q1 2026, an estimated $75.2K.
SunocoCorp LLC made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #373 holding.
Waverly Advisors first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 2 quarters since.
159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.