Position in UHAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,137
+$12,824 QoQ
Shares Held
323
+85.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
of 330 holders
Holding Since
Jun 2023
13 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, 2026Larson Financial Group LLC holds $17,900,918 across 14 Rental & Leasing Services names. UHAL ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQPT |
EquipmentShare.com Inc
|
865,963 | $17,024,832 | |
| 2 | URI |
United Rentals, Inc.
|
566 | $641,215 | |
| 3 | VSTS |
Vestis Corp
|
7,240 | $105,124 | |
| 4 | GATX |
Gatx Corp
|
136 | $24,097 | |
| 5 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
313 | $23,415 | |
| 6 | UHAL |
U-Haul Holding Co /NV/
This page
|
323 | $21,137 | |
| 7 | WLFC |
Willis Lease Finance Corp
|
801 | $20,368 | |
| 8 | AER |
AerCap Holdings N.V.
|
85 | $12,391 |
All Filings in UHAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,137 | 323 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,313 | 174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,663 | 33 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,081 | 54 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 UHAL-B | $543 | 10 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $11,021 | 182 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 UHAL-B | $532 | 9 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $6,862 | 105 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,538 | 167 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,748 | 100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,173 | 100 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,754 | 100 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,180 | 100 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,457 | 100 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,532 | 100 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||