Position in UHAL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$234,934
-$76,354 QoQ
Shares Held
4,917
-26.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Sequoia Financial Advisors, LLC holds $11,228,758 across 4 Rental & Leasing Services names.
All Filings in UHAL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,934 | 4,917 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 UHAL-B | $311,288 | 6,660 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 UHAL-B | $225,487 | 4,430 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 UHAL-B | $280,766 | 5,164 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 UHAL-B | $286,490 | 4,841 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 UHAL-B | $315,446 | 4,925 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 UHAL-B | $344,808 | 4,789 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 UHAL-B | $285,455 | 4,756 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 UHAL-B | $316,930 | 4,753 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 UHAL-B | $911,352 | 12,938 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 UHAL-B | $229,677 | 4,384 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 UHAL-B | $222,441 | 4,390 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 UHAL-B | $229,747 | 4,431 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 UHAL-B | $244,386 | 4,445 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||