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Stonebridge Financial Group, LLC/CA’s Sunoco SUN Stock Holding History

Stonebridge Financial Group, LLC/CA’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
2026
Q2 		$251K Buy
+3,721
New +$247K 0.03% 253

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SUN Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Sunoco (SUN) in Q2 2026: 3,721 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings.

247 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 3,721 shares of Sunoco worth $251K as of Q2 2026.
  • Sunoco was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Sunoco made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #253 holding.
  • 247 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.