Sunlight Financial Holdings Inc.
SUNLDelisted Oct 10, 2023- Industry
- Finance Services
- SEC CIK
- 0001821850
Sunlight Financial Holdings Inc. was delisted on Oct 10, 2023; its insiders filed their last Form 4 on Oct 3, 2023; 48 institutions reported holding it in 13F filings for Q2 2023, worth $17.4M in total; no superinvestor held it.
13F holders, Q1 2024
Institutional positions in Sunlight Financial Holdings Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
SUNL is no longer listed, and 13F filings after Q2 2023 list far fewer holders. See Q2 2023
- Institutional holders
- 4
- +1 vs. Q4 2023
- Shares held
- 164
- +25 (+18.0%) vs. Q4 2023
- Total value
- $0
- −$2 (−100.0%) vs. Q4 2023
- New holders
- 1
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SUNL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 4 | $0 |
| Q4 2023 | 3 | $2 |
| Q3 2023 | 5 | $98.0K |
| Q2 2023 | 48 | $17.4M |
| Q1 2023 | 60 | $19.8M |
| Q4 2022 | 71 | $83.9M |
| Q3 2022 | 65 | $78.8M |
| Q2 2022 | 76 | $201.5M |
| Q1 2022 | 65 | $307.3M |
| Q4 2021 | 65 | $315.7M |
| Q3 2021 | 68 | $289.1M |
| Q2 2021 | 2 | $5.14M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Sunlight Financial Holdings Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Archer Investment Corp | 125 | $0 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 25 | $0 | 0.00% | +25 | New |