MBI
SUNB

Montrusco Bolton Investments’s Sunbelt Rentals Holdings SUNB Stock Holding History

Montrusco Bolton Investments’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 		$48.3M Sell
662,699
-339,879
-34% -$25.5M 0.75% 29
2026
Q1 		$57.2M Buy
+1,002,578
New +$70.4M 0.86% 28

Other funds holding SUNB

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Montrusco Bolton Investments's SUNB Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Sunbelt Rentals Holdings (SUNB) stake by 34% in Q2 2026, selling an estimated $25.5M and leaving 662,699 shares worth $48.3M. The position accounts for 0.75% of the portfolio, ranked #29.

Montrusco Bolton Investments first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $57.2M in Q1 2026. 198 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Montrusco Bolton Investments held 662,699 shares of Sunbelt Rentals Holdings worth $48.3M as of Q2 2026.
  • Montrusco Bolton Investments sold 339,879 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $25.5M.
  • Sunbelt Rentals Holdings made up 0.75% of Montrusco Bolton Investments's portfolio in Q2 2026, its #29 holding.
  • Montrusco Bolton Investments first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • Montrusco Bolton Investments's Sunbelt Rentals Holdings position peaked at $57.2M in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.