AI Holders Summary · Q2 2026

487 institutions reported SUNB in Q2 2026. DODGE & COX leads at 23.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

DODGE & COX

CIK 0000200217

$4.1B54.8M2.14%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2.3B30.7M0.05%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$1.5B20.2M0.07%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$1.1B15.2M0.02%Q2 2026 05

PRUDENTIAL PLC

CIK 0000898419

$943M175K5.13%Q2 2026 06

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$807M11.1M0.14%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$773M10.3M0.06%Q2 2026 08

HARRIS ASSOCIATES L P

CIK 0000813917

$759M11.7M1.01%Q1 2026 09

Rothschild & Co Wealth Management UK Ltd

CIK 0001784260

$635M8.7M9.16%Q2 2026 10

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$591M7.9M0.29%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$545M7.2M0.03%Q2 2026 12

NORGES BANK

CIK 0001374170· Sovereign

$530M7.3M0.05%Q2 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$528M7.1M0.08%Q2 2026 14

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$459M6.2M0.10%Q2 2026 15

GARDNER RUSSO & QUINN LLC

CIK 0000860643

$441M5.9M4.94%Q2 2026 16

STATE STREET CORP

CIK 0000093751

$441M5.9M0.01%Q2 2026 17

Capital World Investors

CIK 0001422849

$433M5.9M0.05%Q2 2026 18

Ruane, Cunniff & Goldfarb L.P.

CIK 0001720792

$319M4.3M4.96%Q2 2026 19

Amundi

CIK 0001330387

$283M3.8M0.07%Q2 2026 20

Bank of New York Mellon Corp

CIK 0001390777

$262M3.5M0.04%Q2 2026

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