Pacific Capital Wealth Advisors’s Sunrun RUN Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-90,536	Closed	-$1.01M	–	84
2025 Q2	$1.01M	Hold	90,536	–	–	0.18%	38
2025 Q1	$531K	Buy	90,536 +9,804	+12%	+$80.7K	0.09%	50
2024 Q4	$747K	Buy	80,732 +40,942	+103%	+$509K	0.12%	46
2024 Q3	$719K	Hold	39,790	–	–	0.12%	47
2024 Q2	$472K	Hold	39,790	–	–	0.09%	47
2024 Q1	$524K	Hold	39,790	–	–	0.12%	44
2023 Q4	$781K	Sell	39,790 -5,549	-12%	-$70.4K	0.2%	39
2023 Q3	$569K	Hold	45,339	–	–	0.16%	45
2023 Q2	$810K	Hold	45,339	–	–	0.21%	40
2023 Q1	$914K	Buy	45,339 +1,005	+2%	+$23.4K	0.24%	46
2022 Q4	$1.06M	Hold	44,334	–	–	0.28%	48
2022 Q3	$1.22M	Hold	44,334	–	–	0.33%	45
2022 Q2	$1.04M	Buy	+44,334	New	+$1.06M	0.29%	50

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's RUN Position: Q3 2025 in Review

Pacific Capital Wealth Advisors sold out of Sunrun (RUN) in Q3 2025, closing a stake of 90,536 shares — an estimated $1.01M sold.

Pacific Capital Wealth Advisors first reported a position in RUN in Q2 2022 and held it in 13 quarters. The position peaked at $1.22M in Q3 2022. 370 funds tracked by Wall St. Rank hold RUN as of Q3 2025.

Pacific Capital Wealth Advisors reported no remaining Sunrun position as of Q3 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 90,536 Sunrun shares in Q3 2025, an estimated $1.01M.
Pacific Capital Wealth Advisors first reported a position in Sunrun in Q2 2022 and held it in 13 quarters.
Pacific Capital Wealth Advisors's Sunrun position peaked at $1.22M in Q3 2022.
370 funds tracked by Wall St. Rank held Sunrun as of Q3 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.