Position in AER
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,670,166
-$920,101 QoQ
Shares Held
12,175
-32.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Fiduciary Alliance LLC holds $978,816 across 1 Rental & Leasing Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
864 | $978,816 |
All Filings in AER
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,670,166 | 12,175 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,590,267 | 18,018 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,469,731 | 20,411 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,727,270 | 23,310 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,372,080 | 23,217 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,006,829 | 20,970 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||