Avior Wealth Management
SUNB icon

Avior Wealth Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

Avior Wealth Management’s Portfolio SUNB Stock Details SUNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$710K Sell
9,698
-2,002
-17% -$149K 0.02% 436
2026
Q2 		$875K Buy
+11,700
New +$877K 0.02% 385

Other funds holding SUNB

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Avior Wealth Management's SUNB Position: Q3 2026 in Review

Avior Wealth Management reduced its Sunbelt Rentals Holdings (SUNB) stake by 17% in Q3 2026, selling an estimated $149K and leaving 9,698 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #436.

Avior Wealth Management first reported a position in SUNB in Q2 2026 and has held it in 2 quarters since. The position peaked at $875K in Q2 2026. 37 funds tracked by Wall St. Rank hold SUNB as of Q3 2026.

  • Avior Wealth Management held 9,698 shares of Sunbelt Rentals Holdings worth $710K as of Q3 2026.
  • Avior Wealth Management sold 2,002 Sunbelt Rentals Holdings shares in Q3 2026, an estimated $149K.
  • Sunbelt Rentals Holdings made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #436 holding.
  • Avior Wealth Management first reported a position in Sunbelt Rentals Holdings in Q2 2026 and has held it in 2 quarters since.
  • Avior Wealth Management's Sunbelt Rentals Holdings position peaked at $875K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.