Sun Financial Inc
All 13F Filings
- Location
- Midvale, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 211,974
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 161 | 211,974 | 13F-HR | Sun Financial Inc |
| Q1 2026 | 5/15/2026 | 159 | 199,644 | 13F-HR | Sun Financial Inc |
| Q4 2025 | 2/2/2026 | 157 | 179,422 | 13F-HR | Sun Financial Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 120.4 K | 57.0% | 0 | 13.19 K | -13.19 K |
| ETFs | 89.33 K | 42.3% | 25.48 K | 0 | 25.48 K |
| Debt | 1.314 K | 0.6% | 6 | 0 | 6 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
211,974
Holdings
161
QoQ value change ($000)
12,330
(6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.