Proficio Capital Partners LLC

Position in UHAL — U-Haul Holding Co /NV/

CIK 1654175 NEWTON, MA

Position in UHAL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$223,760

-$23,406 QoQ

Shares Held

3,878

-14.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#224

of 330 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Proficio Capital Partners LLC holds $616,872 across 2 Rental & Leasing Services names. UHAL ranks #2 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	URI	United Rentals, Inc.	347	$393,112
2	UHAL	U-Haul Holding Co /NV/ This page	3,878	$223,760

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 UHAL-B	$223,760	3,878	-14.7%	Shares	Sole	2026-08-17
2025-06-30 UHAL-B	$247,166	4,546	+0.9%	Shares	Sole	2025-08-07
2025-03-31 UHAL-B	$266,605	4,505	+4.3%	Shares	Sole	2025-05-06
2024-12-31 UHAL-B	$276,696	4,320	+4.5%	Shares	Sole	2025-02-06
2024-09-30 UHAL-B	$297,576	4,133	+2.6%	Shares	Sole	2024-11-01
2024-06-30 UHAL-B	$241,700	4,027	+0.5%	Shares	Sole	2024-07-25
2024-06-30	$1,295,774	20,991	-1.6%	Shares	Sole	2024-07-25
2024-03-31 UHAL-B	$267,053	4,005	+0.1%	Shares	Sole	2024-05-02
2024-03-31	$1,440,425	21,327	+43.2%	Shares	Sole	2024-05-02
2023-12-31 UHAL-B	$281,830	4,001	-0.7%	Shares	Sole	2024-02-13
2023-12-31	$1,069,245	14,892	0.0%	Shares	Sole	2024-02-13
2023-09-30 UHAL-B	$211,079	4,029	-0.5%	Shares	Sole	2023-10-18
2023-09-30	$812,656	14,892	0.0%	Shares	Sole	2023-10-18
2023-06-30 UHAL-B	$205,213	4,050	—	Shares	Sole	2023-08-14
2023-06-30	$823,825	14,892	+242.0%	Shares	Sole	2023-08-14
2020-12-31	$1,976,541	4,354	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,549,936	4,354	-0.1%	Shares	Sole	2020-11-02
2020-06-30	$1,316,944	4,358	-0.1%	Shares	Sole	2020-08-14
2020-03-31	$1,267,960	4,364	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.