Position in UHAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$478,159
New position
Shares Held
8,287
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#182
of 330 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Cascade Financial Partners, LLC holds $478,159 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
|
8,287 | $478,159 |
All Filings in UHAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 UHAL-B | $478,159 | 8,287 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||