MassMutual Private Wealth & Trust, FSB SUNB — Sunbelt Rentals Holdings Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  3 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Sunbelt Rentals Holdings Inc (SUNB) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows SUNB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SUNB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Sunbelt Rentals Holdings Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SUNB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held SUNB — position size vs. price
% of Fund (quarterly)    SUNB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 420 -80 -16.0% 0.00% $31K 2026-10-05 $77.39
2026 Q2 ADDED — — — 500 +93 +22.9% 0.00% $37K 2026-07-02 $71.31
2026 Q1 INITIATED — — — 407 — — 0.00% $26K 2026-04-13 $68.25

🏢 Other funds also holding SUNB

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% Planning Strategies Inc. 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and SUNB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning SUNB?

MassMutual Private Wealth & Trust, FSB reported SUNB across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported SUNB position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for SUNB was 0.00% in 2026 Q2.

What is the latest reported SUNB position on this page?

The most recent filing on this page is 2026 Q3, when MassMutual Private Wealth & Trust, FSB reported 420 shares, equal to 0.00% of portfolio, with an estimated market value of $31K.

What does the chart on this SUNB ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly SUNB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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