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Midwest Trust Co

Bank

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

CIK 2077080 Overland Park, KS

Position in UHAL

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$8,768,842
+$1,896,274 QoQ
Shares Held
151,973
-1.2% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#61
of 330 holders
Holding Since
Jun 2025
5 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, 2026

Midwest Trust Co holds $21,476,469 across 2 Rental & Leasing Services names. UHAL ranks #2 (40.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UHAL
U-Haul Holding Co /NV/
This page
151,973 $8,768,842

All Filings in UHAL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 UHAL-B $8,768,842 151,973
2026-03-31 UHAL-B $6,872,568 153,852
2025-12-31 UHAL-B $6,946,498 148,620
2025-09-30 UHAL-B $7,503,678 147,420
2025-06-30 UHAL-B $8,015,823 147,431