SFA
SUNB

Sequoia Financial Advisors’s Sunbelt Rentals Holdings SUNB Stock Holding History

Sequoia Financial Advisors’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 		$5.13M Buy
68,618
+57,836
+536% +$4.34M 0.03% 349
2026
Q1 		$702K Buy
+10,782
New +$757K ﹤0.01% 1069

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

Sequoia Financial Advisors's SUNB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Sunbelt Rentals Holdings (SUNB) stake by 536% in Q2 2026, buying an estimated $4.34M and bringing the position to 68,618 shares worth $5.13M. The position accounts for 0.03% of the portfolio, ranked #349.

Sequoia Financial Advisors 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.

  • Sequoia Financial Advisors held 68,618 shares of Sunbelt Rentals Holdings worth $5.13M as of Q2 2026.
  • Sequoia Financial Advisors bought 57,836 Sunbelt Rentals Holdings shares in Q2 2026, an estimated $4.34M.
  • Sunbelt Rentals Holdings made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #349 holding.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.