Position in UHAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$597,368
-$428,294 QoQ
Shares Held
10,353
-52.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#169
of 330 holders
Holding Since
Dec 2025
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, 2026Johnson Financial Group, LLC holds $597,368 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
|
10,353 | $597,368 |
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 | $597,368 | 10,353 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 UHAL-B | $1,025,662 | 21,944 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||