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Manager record

Sun Financial Inc

Midvale, UT · CIK 2067342 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$211.97MReported 13F valueQ2 2026 · as filed
161Holdings listed
+6.2%vs prior quartervalue change includes market moves
3Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $179.4M$179.4MQ4 2025157 holdingsQ1 2026: $199.6M$199.6MQ1 2026159 holdingsQ2 2026: $212.0M$212.0MQ2 2026161 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$211.97M · 161 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$199.64M · 159 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$179.42M · 157 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology