Principia Wealth Advisory’s Sunbelt Rentals Holdings SUNB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.1K Buy
28
+3
+12% +$225 ﹤0.01% 577
2026
Q1
$1.63K Buy
+25
New +$1.75K ﹤0.01% 574

Other funds holding SUNB

Principia Wealth Advisory's SUNB Position: Q2 2026 in Review

Principia Wealth Advisory increased its Sunbelt Rentals Holdings (SUNB) stake by 12% in Q2 2026, buying an estimated $225 and bringing the position to 28 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Principia Wealth Advisory first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Principia Wealth Advisory held 28 shares of Sunbelt Rentals Holdings worth $2.1K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $225.
  • Sunbelt Rentals Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #577 holding.
  • Principia Wealth Advisory first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.