BP
RUN icon

Ballentine Partners’s Sunrun RUN Stock Holding History

Ballentine Partners’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
75,505
+31
+0% +$418 0.01% 366
2026
Q1 		$1.02M Buy
75,474
+1,835
+2% +$30.5K 0.01% 348
2025
Q4 		$1.35M Sell
73,639
-1,342
-2% -$25.7K 0.02% 264
2025
Q3 		$1.3M Buy
74,981
+25
+0% +$335 0.02% 279
2025
Q2 		$613K Buy
74,956
+43,937
+142% +$346K 0.01% 426
2025
Q1 		$182K Buy
31,019
+20,665
+200% +$170K ﹤0.01% 819
2024
Q4 		$95.8K Sell
10,354
-21,403
-67% -$266K ﹤0.01% 844
2024
Q3 		$574K Buy
31,757
+505
+2% +$8.97K 0.01% 391
2024
Q2 		$371K Sell
31,252
-3,207
-9% -$39.3K 0.01% 488
2024
Q1 		$454K Sell
34,459
-385
-1% -$5.29K 0.01% 413
2023
Q4 		$684K Buy
+34,844
New +$442K 0.01% 297
2017
Q4 		– Sell
-10,000
Closed -$56K – 413
2017
Q3 		$56K Hold
10,000
– – ﹤0.01% 405
2017
Q2 		$74K Buy
+10,000
New +$54K 0.01% 390

Other funds holding RUN

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $44.3M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ballentine Partners's RUN Position: Q2 2026 in Review

Ballentine Partners increased its Sunrun (RUN) stake by 0.04% in Q2 2026, buying an estimated $418 and bringing the position to 75,505 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #366.

Ballentine Partners first reported a position in RUN in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.35M in Q4 2025. 32 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Ballentine Partners held 75,505 shares of Sunrun worth $1.01M as of Q2 2026.
  • Ballentine Partners bought 31 Sunrun shares in Q2 2026, an estimated $418.
  • Sunrun made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #366 holding.
  • Ballentine Partners first reported a position in Sunrun in Q2 2017 and has held it in 13 quarters since.
  • Ballentine Partners's Sunrun position peaked at $1.35M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.