CCWM
SUNB

Cassaday & Co Wealth Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

Cassaday & Co 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
Q2 		$300 Hold
4
– – ﹤0.01% 1180
2026
Q1 		$261 Buy
+4
New +$281 ﹤0.01% 1242

Other funds holding SUNB

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Vanguard Capital Management
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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

Cassaday & Co Wealth Management's SUNB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Sunbelt Rentals Holdings (SUNB) position steady in Q2 2026 at 4 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Cassaday & Co Wealth Management first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Cassaday & Co Wealth Management held 4 shares of Sunbelt Rentals Holdings worth $300 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Sunbelt Rentals Holdings share count unchanged in Q2 2026.
  • Sunbelt Rentals Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1180 holding.
  • Cassaday & Co Wealth Management first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.