EWP
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Elevation Wealth Partners’s Sunbelt Rentals Holdings SUNB Stock Holding History

Elevation Wealth Partners’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
Q3 		$6.15K Buy
84
+32
+62% +$2.38K ﹤0.01% 1050
2026
Q2 		$3.89K Buy
+52
New +$3.9K ﹤0.01% 1075

Other funds holding SUNB

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FAS
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Elevation Wealth Partners's SUNB Position: Q3 2026 in Review

Elevation Wealth Partners increased its Sunbelt Rentals Holdings (SUNB) stake by 62% in Q3 2026, buying an estimated $2.38K and bringing the position to 84 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Elevation Wealth Partners first reported a position in SUNB in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold SUNB as of Q3 2026.

  • Elevation Wealth Partners held 84 shares of Sunbelt Rentals Holdings worth $6.15K as of Q3 2026.
  • Elevation Wealth Partners bought 32 Sunbelt Rentals Holdings shares in Q3 2026, an estimated $2.38K.
  • Sunbelt Rentals Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1050 holding.
  • Elevation Wealth Partners first reported a position in Sunbelt Rentals Holdings in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.