GSWM
SUNB

Golden State Wealth Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

Golden State 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 		$598 Hold
8
– – ﹤0.01% 1529
2026
Q1 		$521 Buy
+8
New +$562 ﹤0.01% 1515

Other funds holding SUNB

Dodge & Cox
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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

Golden State Wealth Management's SUNB Position: Q2 2026 in Review

Golden State Wealth Management held its Sunbelt Rentals Holdings (SUNB) position steady in Q2 2026 at 8 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Golden State 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.

  • Golden State Wealth Management held 8 shares of Sunbelt Rentals Holdings worth $598 as of Q2 2026.
  • Golden State Wealth Management left its Sunbelt Rentals Holdings share count unchanged in Q2 2026.
  • Sunbelt Rentals Holdings made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1529 holding.
  • Golden State 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.