EPIMS
SUNB

Evelyn Partners Investment Management Services’s Sunbelt Rentals Holdings SUNB Stock Holding History

Evelyn Partners Investment Management Services’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
Q1 		$2.71M Buy
+41,594
New +$2.92M 0.32% 59

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evelyn Partners Investment Management Services's SUNB Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Sunbelt Rentals Holdings (SUNB) in Q1 2026: 41,594 shares worth $2.71M. The stake represents 0.32% of the portfolio and ranks #59 among its holdings.

407 funds tracked by Wall St. Rank hold SUNB as of Q1 2026.

  • Evelyn Partners Investment Management Services held 41,594 shares of Sunbelt Rentals Holdings worth $2.71M as of Q1 2026.
  • Sunbelt Rentals Holdings was a new Evelyn Partners Investment Management Services position in Q1 2026.
  • Sunbelt Rentals Holdings made up 0.32% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #59 holding.
  • 407 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.