Transamerica Financial Advisors, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1502149
CEDAR RAPIDS, IA
Position in UHAL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,327
+$2,696 QoQ
Shares Held
98
+28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 330 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHAL Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $245,200 across 11 Rental & Leasing Services names. UHAL ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
149 | $168,800 | |
| 2 | AER |
AerCap Holdings N.V.
|
426 | $62,102 | |
| 3 | UHAL |
U-Haul Holding Co /NV/
This page
|
98 | $6,327 | |
| 4 | VSTS |
Vestis Corp
|
144 | $2,090 | |
| 5 | R |
Ryder System Inc
|
6 | $1,582 | |
| 6 | CTOS |
Custom Truck One Source, Inc.
|
130 | $1,535 | |
| 7 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
18 | $1,346 | |
| 8 | GATX |
Gatx Corp
|
6 | $1,063 |
All Filings in UHAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $634 | 11 | Shares | Sole | 2026-08-17 | |
| 2026-06-30 | $5,693 | 87 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,631 | 76 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $705 | 14 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 UHAL-B | $3,613 | 71 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $114 | 2 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||