EXENCIAL WEALTH ADVISORS, LLC
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1576151
OKLAHOMA CITY, OK
Position in SUNB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,343,392
New position
Shares Held
20,639
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 97%
Shared 0%
None 3%
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,591,102 across 2 Rental & Leasing Services names. SUNB ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
20,639 | $1,343,392 | |
| 2 | URI |
United Rentals, Inc.
|
340 | $247,710 |
All Filings in SUNB
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,343,392 | 20,639 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||