Bay Harbor Wealth Management, LLC
Position in UHAL — U-Haul Holding Co /NV/
CIK 1767989
Hunt Valley, MD
Position in UHAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$130
-$1,033 QoQ
Shares Held
2
-92.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 330 holders
Holding Since
Mar 2025
6 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, 2026Bay Harbor Wealth Management, LLC holds $23,003 across 8 Rental & Leasing Services names. UHAL ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
15 | $16,993 | |
| 2 | R |
Ryder System Inc
|
9 | $2,373 | |
| 3 | GATX |
Gatx Corp
|
6 | $1,063 | |
| 4 | CAR |
Avis Budget Group, Inc.
|
6 | $886 | |
| 5 | WSC |
WillScot Holdings Corp
|
25 | $721 | |
| 6 | HRI |
Herc Holdings Inc
|
5 | $716 | |
| 7 | UHAL |
U-Haul Holding Co /NV/
This page
|
2 | $130 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
1 | $121 |
All Filings in UHAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130 | 2 | Shares | Other | 2026-07-28 | |
| 2026-03-31 UHAL-B | $1,116 | 25 | Shares | Other | 2026-04-14 | |
| 2026-03-31 | $47 | 1 | Shares | Other | 2026-04-14 | |
| 2025-12-31 UHAL-B | $514 | 11 | Shares | Other | 2026-02-02 | |
| 2025-12-31 | $100 | 2 | Shares | Other | 2026-02-02 | |
| 2025-09-30 UHAL-B | $305 | 6 | Shares | Other | 2025-10-09 | |
| 2025-09-30 | $114 | 2 | Shares | Other | 2025-10-09 | |
| 2025-06-30 UHAL-B | $326 | 6 | Shares | Sole | 2025-07-22 | |
| 2025-06-30 | $60 | 1 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 UHAL-B | $177 | 3 | Shares | Sole | 2025-05-12 | |
| 2025-03-31 | $65 | 1 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||