EverSource Wealth Advisors, LLC
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SUNB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,730
+$3,537 QoQ
Shares Held
491
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#401
of 492 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SUNB Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,174,199 across 16 Rental & Leasing Services names. SUNB ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
431 | $488,270 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,420 | $207,003 | |
| 3 | R |
Ryder System Inc
|
758 | $199,933 | |
| 4 | GATX |
Gatx Corp
|
451 | $79,909 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
412 | $60,903 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
491 | $36,730 | |
| 7 | VSTS |
Vestis Corp
|
1,774 | $25,756 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
170 | $20,573 |
All Filings in SUNB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,730 | 491 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $33,193 | 510 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||