Wells Fargo
SUNS

Wells Fargo’s Sunrise Realty Trust SUNS Stock Holding History

Wells Fargo’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 		$7 Sell
1
-3,839
-100% -$30.9K ﹤0.01% 7126
2026
Q1 		$29.5K Sell
3,840
-7,554
-66% -$68.6K ﹤0.01% 5639
2025
Q4 		$107K Buy
11,394
+3,602
+46% +$35.3K ﹤0.01% 5366
2025
Q3 		$81K Buy
7,792
+1,271
+19% +$13.7K ﹤0.01% 5409
2025
Q2 		$69.1K Buy
6,521
+253
+4% +$2.62K ﹤0.01% 5390
2025
Q1 		$69.4K Buy
6,268
+2,957
+89% +$35.5K ﹤0.01% 5278
2024
Q4 		$46.6K Buy
3,311
+722
+28% +$10.4K ﹤0.01% 5509
2024
Q3 		$37.3K Buy
+2,589
New +$33.2K ﹤0.01% 5452

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

Wells Fargo's SUNS Position: Q2 2026 in Review

Wells Fargo reduced its Sunrise Realty Trust (SUNS) stake by 100% in Q2 2026, selling an estimated $30.9K and leaving 1 share worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #7126.

Wells Fargo first reported a position in SUNS in Q3 2024 and has held it in 8 quarters since. The position peaked at $107K in Q4 2025. 71 funds tracked by Wall St. Rank hold SUNS as of Q2 2026.

  • Wells Fargo held 1 share of Sunrise Realty Trust worth $7 as of Q2 2026.
  • Wells Fargo sold 3,839 Sunrise Realty Trust shares in Q2 2026, an estimated $30.9K.
  • Sunrise Realty Trust made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #7126 holding.
  • Wells Fargo first reported a position in Sunrise Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • Wells Fargo's Sunrise Realty Trust position peaked at $107K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Sunrise Realty Trust as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.