BWL
SUNB

Bogart Wealth LLC’s Sunbelt Rentals Holdings SUNB Stock Holding History

Bogart Wealth LLC’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
Q2 		$1.42K Buy
+19
New +$1.43K ﹤0.01% 1540

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bogart Wealth LLC's SUNB Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Sunbelt Rentals Holdings (SUNB) in Q2 2026: 19 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings.

492 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Bogart Wealth LLC held 19 shares of Sunbelt Rentals Holdings worth $1.42K as of Q2 2026.
  • Sunbelt Rentals Holdings was a new Bogart Wealth LLC position in Q2 2026.
  • Sunbelt Rentals Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1540 holding.
  • 492 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.