Root Financial Partners
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Root Financial Partners’s Sunbelt Rentals Holdings SUNB Stock Holding History

Root Financial Partners’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
Q3 		$9.22K Buy
+126
New +$9.39K ﹤0.01% 1953
2026
Q2 		– Sell
-16
Closed -$1.04K – 3469
2026
Q1 		$1.04K Buy
+16
New +$1.12K ﹤0.01% 2604

Other funds holding SUNB

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's SUNB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sunbelt Rentals Holdings (SUNB) in Q3 2026: 126 shares worth $9.22K. The stake represents ﹤0.01% of the portfolio and ranks #1953 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SUNB as recently as Q1 2026.

Root Financial Partners first reported a position in SUNB in Q1 2026 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold SUNB as of Q3 2026.

  • Root Financial Partners held 126 shares of Sunbelt Rentals Holdings worth $9.22K as of Q3 2026.
  • Sunbelt Rentals Holdings was a new Root Financial Partners position in Q3 2026.
  • Sunbelt Rentals Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1953 holding.
  • Root Financial Partners first reported a position in Sunbelt Rentals Holdings in Q1 2026 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.