Position in SUNB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$29,998
+$8,063 QoQ
Shares Held
401
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#408
of 492 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUNB Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Allworth Financial LP holds $14,593,967 across 17 Rental & Leasing Services names. SUNB ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
|
43,590 | $11,497,734 | |
| 2 | URI |
United Rentals, Inc.
|
1,218 | $1,379,860 | |
| 3 | UHAL |
U-Haul Holding Co /NV/
|
8,770 | $514,503 | |
| 4 | AER |
AerCap Holdings N.V.
|
2,679 | $390,544 | |
| 5 | MGRC |
Mcgrath Rentcorp
|
2,935 | $355,223 | |
| 6 | GATX |
Gatx Corp
|
1,315 | $233,004 | |
| 7 | CAR |
Avis Budget Group, Inc.
|
521 | $77,019 | |
| 8 | PRG |
PROG Holdings, Inc.
|
897 | $41,809 |
All Filings in SUNB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,998 | 401 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $21,935 | 337 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||