Caprock Group’s Sunbelt Rentals Holdings SUNB Stock Holding History

Caprock Group’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	–	Sell	-3,096	Closed	-$202K	–	1341
2026 Q1	$202K	Buy	+3,096	New	+$217K	﹤0.01%	1046

Other funds holding SUNB

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Caprock Group's SUNB Position: Q2 2026 in Review

Caprock Group sold out of Sunbelt Rentals Holdings (SUNB) in Q2 2026, closing a stake of 3,096 shares — an estimated $202K sold.

Caprock Group first reported a position in SUNB in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 494 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

Caprock Group reported no remaining Sunbelt Rentals Holdings position as of Q2 2026 after selling out during the quarter.
Caprock Group sold 3,096 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $202K.
Caprock Group first reported a position in Sunbelt Rentals Holdings in Q1 2026 and held it in 1 quarter.
Caprock Group's Sunbelt Rentals Holdings position peaked at $202K in Q1 2026.
494 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.