LFA
SUNB

Legacy Financial Advisors’s Sunbelt Rentals Holdings SUNB Stock Holding History

Legacy Financial 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
Q2 		$411K Sell
5,495
-1,079
-16% -$80.9K 0.05% 274
2026
Q1 		$428K Buy
+6,574
New +$461K 0.06% 259

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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

Legacy Financial Advisors's SUNB Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Sunbelt Rentals Holdings (SUNB) stake by 16% in Q2 2026, selling an estimated $80.9K and leaving 5,495 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #274.

Legacy Financial Advisors first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $428K in Q1 2026. 494 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Legacy Financial Advisors held 5,495 shares of Sunbelt Rentals Holdings worth $411K as of Q2 2026.
  • Legacy Financial Advisors sold 1,079 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $80.9K.
  • Sunbelt Rentals Holdings made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #274 holding.
  • Legacy Financial Advisors first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Advisors's Sunbelt Rentals Holdings position peaked at $428K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.