Steward Partners Investment Advisory, LLC

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

CIK 1723397 STAMFORD, CT

Position in UHAL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$20,310

+$8,696 QoQ

Shares Held

352

+35.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#262

of 330 holders

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $7,655,032 across 12 Rental & Leasing Services names. UHAL ranks #7 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	6,354	$7,198,383
2	AER	AerCap Holdings N.V.	1,392	$202,925
3	R	Ryder System Inc	271	$71,481
4	GATX	Gatx Corp	347	$61,484
5	PRG	PROG Holdings, Inc.	951	$44,326
6	SUNB	Sunbelt Rentals Holdings, Inc.	590	$44,137
7	UHAL	U-Haul Holding Co /NV/ This page	352	$20,310
8	VSTS	Vestis Corp	547	$7,942

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 UHAL-B	$20,310	352	+35.4%	Shares	Sole	2026-08-13
2026-03-31 UHAL-B	$11,614	260	+2.0%	Shares	Sole	2026-05-08
2025-12-31 UHAL-B	$11,918	255	-25.9%	Shares	Sole	2026-02-12
2025-09-30 UHAL-B	$17,509	344	0.0%	Shares	Sole	2025-11-12
2025-06-30 UHAL-B	$18,703	344	0.0%	Shares	Sole	2025-08-12
2025-03-31 UHAL-B	$20,357	344	0.0%	Shares	Sole	2025-05-13
2024-12-31 UHAL-B	$22,033	344	+46.4%	Shares	Sole	2025-02-06
2024-09-30 UHAL-B	$16,920	235	—	Shares	Sole	2024-11-14
2021-03-31	$7,351	12	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.