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BANK OF MONTREAL /CAN/

Bank

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

CIK 927971 TORONTO, A6

Position in UHAL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$451,048
+$93,772 QoQ
Shares Held
7,686
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 330 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 34% Shared 0% None 66%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $235,425,591 across 13 Rental & Leasing Services names. UHAL ranks #8 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 UHAL
U-Haul Holding Co /NV/
This page
7,686 $451,048

All Filings in UHAL

Export CSV
41 filing rows on record
Report Date Value (USD) Shares
2026-06-30 UHAL-B $387,050 6,708
2026-06-30 $63,998 978
2026-03-31 UHAL-B $318,003 7,119
2026-03-31 $39,273 822
2025-12-31 UHAL-B $320,306 6,853
2025-12-31 $49,098 974
2025-09-30 UHAL-B $393,303 7,727
2025-09-30 $41,887 734
2025-06-30 UHAL-B $397,822 7,317
2025-06-30 $59,346 980
2025-03-31 UHAL-B $426,449 7,206
2025-03-31 $46,600 713
2024-12-31 UHAL-B $460,582 7,191
2024-12-31 $49,398 715
2024-09-30 UHAL-B $540,072 7,501
2024-09-30 $54,622 705
2024-06-30 UHAL-B $431,061 7,182
2024-06-30 $72,594 1,176
2024-03-31 UHAL-B $442,619 6,638
2024-03-31 $49,978 740
2023-12-31 UHAL-B $504,983 7,169
2023-12-31 $54,352 757
2023-09-30 UHAL-B $379,197 7,238
2023-09-30 $43,709 801
2023-06-30 UHAL-B $383,926 7,577
2023-06-30 $52,054 941
2023-03-31 UHAL-B $747,728 14,421
2023-03-31 $51,417 862
2022-12-31 UHAL-B $808,424 14,704
2022-12-31 $49,776 827
2022-09-30 $812,204 1,595
2022-06-30 $1,047,801 2,191
2022-03-31 $867,352 1,453
2021-12-31 $1,026,162 1,413
2021-09-30 $2,972,381 4,601
2021-06-30 $2,899,846 4,920
2021-03-31 $2,680,123 4,375
2020-12-31 $1,614,734 3,557
2020-09-30 $1,276,187 3,585
2020-06-30 $1,085,464 3,592
2020-03-31 $135,104 465