RFP
SUNB

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
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 $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Root Financial Partners's SUNB Position: Q2 2026 in Review

Root Financial Partners sold out of Sunbelt Rentals Holdings (SUNB) in Q2 2026, closing a stake of 16 shares — an estimated $1.04K sold.

Root Financial Partners first reported a position in SUNB in Q1 2026 and held it in 1 quarter. The position peaked at $1.04K in Q1 2026. 495 funds tracked by Wall St. Rank hold SUNB as of Q2 2026.

  • Root Financial Partners reported no remaining Sunbelt Rentals Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 16 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $1.04K.
  • Root Financial Partners first reported a position in Sunbelt Rentals Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Sunbelt Rentals Holdings position peaked at $1.04K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.