Position in UHAL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,439
-$3,559 QoQ
Shares Held
22
-80.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 330 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $235,985 across 12 Rental & Leasing Services names. UHAL ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
112 | $126,883 | |
| 2 | AER |
AerCap Holdings N.V.
|
497 | $72,452 | |
| 3 | GATX |
Gatx Corp
|
76 | $13,466 | |
| 4 | R |
Ryder System Inc
|
43 | $11,342 | |
| 5 | HRI |
Herc Holdings Inc
|
22 | $3,153 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
19 | $2,808 | |
| 7 | WSC |
WillScot Holdings Corp
|
74 | $2,135 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
15 | $1,815 |
All Filings in UHAL
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439 | 22 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 UHAL-B | $4,377 | 98 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $621 | 13 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 UHAL-B | $3,598 | 77 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $1,310 | 26 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 UHAL-B | $3,715 | 73 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $1,198 | 21 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 UHAL-B | $5,056 | 93 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $1,271 | 21 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 UHAL-B | $7,397 | 125 | Shares | Sole | 2025-04-22 | |
| 2025-03-31 | $1,372 | 21 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 UHAL-B | $8,710 | 136 | Shares | Sole | 2025-01-31 | |
| 2024-12-31 | $1,450 | 21 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 UHAL-B | $10,296 | 143 | Shares | Sole | 2024-10-25 | |
| 2024-09-30 | $1,627 | 21 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 UHAL-B | $7,922 | 132 | Shares | Sole | 2024-07-15 | |
| 2024-06-30 | $1,234 | 20 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 UHAL-B | $8,801 | 132 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $1,350 | 20 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 UHAL-B | $8,171 | 116 | Shares | Sole | 2024-02-07 | |
| 2023-12-31 | $1,436 | 20 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 UHAL-B | $8,172 | 156 | Shares | Sole | 2023-11-02 | |
| 2023-09-30 | $1,145 | 21 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 UHAL-B | $6,789 | 134 | Shares | Sole | 2023-08-07 | |
| 2023-06-30 | $1,106 | 20 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 UHAL-B | $5,807 | 112 | Shares | Sole | 2023-04-19 | |
| 2023-03-31 | $1,193 | 20 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 UHAL-B | $9,071 | 165 | Shares | Sole | 2023-02-13 | |
| 2022-12-31 | $6,560 | 109 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,165 | 18 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $956 | 2 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,372 | 9 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,357 | 6 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||