Legacy Financial Advisors, Inc.
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1730810
COVINGTON, KY
Position in SUNB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$411,080
-$16,821 QoQ
Shares Held
5,495
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#313
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, 2026Legacy Financial Advisors, Inc. holds $1,597,115 across 3 Rental & Leasing Services names. SUNB ranks #2 (25.7% of the industry book) .
All Filings in SUNB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,080 | 5,495 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $427,901 | 6,574 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||