LWCFA
SUNB

Loring Wolcott & Coolidge Fiduciary Advisors’s Sunbelt Rentals Holdings SUNB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		– Sell
-11,960
Closed -$815K – 592
2026
Q1 		$815K Buy
+11,960
New +$839K 0.01% 190

Other funds holding SUNB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SUNB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sunbelt Rentals Holdings (SUNB) in Q2 2026, closing a stake of 11,960 shares — an estimated $815K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SUNB in Q1 2026 and held it in 1 quarter. The position peaked at $815K in Q1 2026. 348 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sunbelt Rentals Holdings position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 11,960 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $815K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sunbelt Rentals Holdings in Q1 2026 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Sunbelt Rentals Holdings position peaked at $815K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.