AI Holders Summary · Q1 2026

414 institutions reported SUNB in Q1 2026. DODGE & COX leads at 25.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

DODGE & COX

CIK 0000200217

$3.5B53.1M1.90%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.7B26.1M0.04%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$1.3B19.7M0.07%Q1 2026 04

ABRAMS BISON INVESTMENTS, LLC

CIK 0001317588

$818M12.6M35.38%Q1 2026 05

HARRIS ASSOCIATES L P

CIK 0000813917

$759M11.7M1.01%Q1 2026 06

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$703M11.2M0.13%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$658M10.1M0.06%Q1 2026 08

PRUDENTIAL PLC

CIK 0000898419

$585M92K3.43%Q1 2026 09

Rothschild & Co Wealth Management UK Ltd

CIK 0001784260

$534M8.5M8.18%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$465M7.1M0.08%Q1 2026 11

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$427M6.6M0.23%Q1 2026 12

GARDNER RUSSO & QUINN LLC

CIK 0000860643

$394M6.0M4.63%Q1 2026 13

Capital World Investors

CIK 0001422849

$363M5.7M0.05%Q1 2026 14

Amundi

CIK 0001330387

$274M4.2M0.07%Q1 2026 15

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$254M4.0M0.06%Q1 2026 16

Metropolis Capital Ltd

CIK 0001765388

$222M3.5M6.44%Q2 2026 17

BECK MACK & OLIVER LLC

CIK 0000010742

$220M3.4M4.53%Q1 2026 18

AKO CAPITAL LLP

CIK 0001376879

$207M3.2M4.06%Q1 2026 19

BAILLIE GIFFORD & CO

CIK 0001088875

$195M3.1M0.20%Q1 2026 20

Bank of New York Mellon Corp

CIK 0001390777

$183M2.8M0.03%Q1 2026

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