Integrated Wealth Concepts’s Sunbelt Rentals Holdings SUNB Stock Holding History

Integrated Wealth Concepts’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	$83.2K	Buy	+1,112	New	+$83.4K	﹤0.01%	2962

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Integrated Wealth Concepts's SUNB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sunbelt Rentals Holdings (SUNB) in Q2 2026: 1,112 shares worth $83.2K. The stake represents ﹤0.01% of the portfolio and ranks #2962 among its holdings.

492 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

Integrated Wealth Concepts held 1,112 shares of Sunbelt Rentals Holdings worth $83.2K as of Q2 2026.
Sunbelt Rentals Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Sunbelt Rentals Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2962 holding.
492 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.