Sunrise Financial Services, LLC
Position in TEI — Templeton Emerging Markets Income Fund
CIK 2110891
BURIEN, WA
Position in TEI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,478
New position
Shares Held
246
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Sunrise Financial Services, LLC holds $116,019 across 15 Asset Management names. TEI ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
1,152 | $61,009 | |
| 2 | BLK |
BlackRock, Inc.
|
28 | $26,927 | |
| 3 | ARCC |
Ares Capital Corp
|
482 | $8,685 | |
| 4 | STT |
State Street Corp
|
26 | $3,290 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
75 | $3,035 | |
| 6 | HLNE |
Hamilton Lane INC
|
21 | $2,087 | |
| 7 | RJF |
Raymond James Financial Inc
|
13 | $1,882 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
45 | $1,669 |
All Filings in TEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,478 | 246 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||