West Branch Capital’s Sunrun RUN Stock Holding History

West Branch Capital’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
2026 Q2	$402	Hold	30	–	–	﹤0.01%	327
2026 Q1	$407	Hold	30	–	–	﹤0.01%	344
2025 Q4	$552	Hold	30	–	–	﹤0.01%	372
2025 Q3	$519	Hold	30	–	–	﹤0.01%	402
2025 Q2	$246	Hold	30	–	–	﹤0.01%	443
2025 Q1	$176	Hold	30	–	–	﹤0.01%	477
2024 Q4	$278	Hold	30	–	–	﹤0.01%	459
2024 Q3	$542	Hold	30	–	–	﹤0.01%	412
2024 Q2	$356	Hold	30	–	–	﹤0.01%	412
2024 Q1	$396	Hold	30	–	–	﹤0.01%	400
2023 Q4	$589	Hold	30	–	–	﹤0.01%	419
2023 Q3	$377	Hold	30	–	–	﹤0.01%	415
2023 Q2	$536	Hold	30	–	–	﹤0.01%	415
2023 Q1	$605	Hold	30	–	–	﹤0.01%	417
2022 Q4	$721	Hold	30	–	–	﹤0.01%	411
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	429
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	411
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	409
2021 Q4	$1K	Sell	30 -469	-94%	-$21.9K	﹤0.01%	440
2021 Q3	$22K	Hold	499	–	–	0.01%	239
2021 Q2	$28K	Buy	+499	New	+$24.1K	0.01%	237

Other funds holding RUN

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $44.3M AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

West Branch Capital's RUN Position: Q2 2026 in Review

West Branch Capital held its Sunrun (RUN) position steady in Q2 2026 at 30 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #327.

West Branch Capital first reported a position in RUN in Q2 2021 and has held it in 21 quarters since. The position peaked at $28K in Q2 2021. 52 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

West Branch Capital held 30 shares of Sunrun worth $402 as of Q2 2026.
West Branch Capital left its Sunrun share count unchanged in Q2 2026.
Sunrun made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #327 holding.
West Branch Capital first reported a position in Sunrun in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Sunrun position peaked at $28K in Q2 2021.
52 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.