Stephens Inc

SEC CIK: 0000757657
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SUN holding history

Sunoco LP in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUN overview All 13F holders of SUN Full Q2 2026 holdings

Shares (Q2 2026): 3,022
Value: $204.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of SUN by Stephens Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,022	$204.0K	<0.1%	+3,022	New	Holders
Q3 2025	0	$0	0.0%	−6,569−100.0%	Sold out	Holders
Q2 2025	6,569	$352.0K	<0.1%	−1,047−13.7%	Reduced	Holders
Q1 2025	7,616	$442.2K	<0.1%	+7,616	New	Holders