Bell Investment Advisors’s Sunrun RUN Stock Holding History

Bell Investment Advisors’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 Q1	$2.58K	Buy	190 +31	+19%	+$516	﹤0.01%	1233
2025 Q4	$2.93K	Hold	159	–	–	﹤0.01%	1209
2025 Q3	$2.75K	Hold	159	–	–	﹤0.01%	1204
2025 Q2	$1.3K	Hold	159	–	–	﹤0.01%	1504
2025 Q1	$932	Buy	159 +30	+23%	+$247	﹤0.01%	1570
2024 Q4	$1.19K	Buy	129 +3	+2%	+$37	﹤0.01%	1531
2024 Q3	$2.28K	Hold	126	–	–	﹤0.01%	1302
2024 Q2	$1.5K	Sell	126 -138	-52%	-$1.69K	﹤0.01%	1475
2024 Q1	$3.48K	Hold	264	–	–	﹤0.01%	1101
2023 Q4	$5.18K	Buy	264 +48	+22%	+$609	﹤0.01%	867
2023 Q3	$2.71K	Sell	216 -35	-14%	-$576	﹤0.01%	1138
2023 Q2	$4.48K	Buy	251 +16	+7%	+$298	﹤0.01%	876
2023 Q1	$4.74K	Sell	235 -29	-11%	-$677	﹤0.01%	815
2022 Q4	$6.34K	Sell	264 -10	-4%	-$267	﹤0.01%	689
2022 Q3	$8K	Buy	274 +10	+4%	+$311	﹤0.01%	504
2022 Q2	$6K	Buy	+264	New	+$6.34K	﹤0.01%	645
2021 Q4	$6K	Sell	166 -22	-12%	-$1.03K	﹤0.01%	709
2021 Q3	$8K	Buy	+188	New	+$8.97K	﹤0.01%	535

Other funds holding RUN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return