Exencial Wealth Advisors’s Sunbelt Rentals Holdings SUNB Stock Holding History

Exencial Wealth Advisors’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	$1.34M	Buy	+20,639	New	+$1.45M	0.04%	257

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Exencial Wealth Advisors's SUNB Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Sunbelt Rentals Holdings (SUNB) in Q1 2026: 20,639 shares worth $1.34M. The stake represents 0.04% of the portfolio and ranks #257 among its holdings.

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

Exencial Wealth Advisors held 20,639 shares of Sunbelt Rentals Holdings worth $1.34M as of Q1 2026.
Sunbelt Rentals Holdings was a new Exencial Wealth Advisors position in Q1 2026.
Sunbelt Rentals Holdings made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #257 holding.
409 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.