CWM
SUNB

Circle Wealth Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

Circle 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 		$479K Hold
6,408
– – 0.01% 200
2026
Q1 		$417K Buy
+6,408
New +$450K 0.01% 212

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

Circle Wealth Management's SUNB Position: Q2 2026 in Review

Circle Wealth Management held its Sunbelt Rentals Holdings (SUNB) position steady in Q2 2026 at 6,408 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #200.

Circle 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.

  • Circle Wealth Management held 6,408 shares of Sunbelt Rentals Holdings worth $479K as of Q2 2026.
  • Circle Wealth Management left its Sunbelt Rentals Holdings share count unchanged in Q2 2026.
  • Sunbelt Rentals Holdings made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Circle 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 Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.