FIRST FOUNDATION ADVISORS
EndowmentPosition in UHAL — U-Haul Holding Co /NV/
CIK 1086763
Irvine, CA
Position in UHAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,133,976
+$831,132 QoQ
Shares Held
36,984
+26.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#116
of 330 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $2,133,976 across 1 Rental & Leasing Services name. UHAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHAL |
U-Haul Holding Co /NV/
This page
|
36,984 | $2,133,976 |
All Filings in UHAL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $2,133,976 | 36,984 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 UHAL-B | $1,302,844 | 29,166 | Shares | Defined | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||