Position in URI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$638,949
+$303,812 QoQ
Shares Held
564
+22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#947
of 1,581 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $884,734 across 2 Rental & Leasing Services names. URI ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
564 | $638,949 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,686 | $245,785 |
All Filings in URI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,949 | 564 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $335,137 | 460 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $530,913 | 656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $622,438 | 652 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $497,244 | 660 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,696,995 | 2,409 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,872,905 | 2,313 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,742,290 | 2,694 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,082,745 | 4,275 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,409,510 | 4,202 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,900,536 | 4,275 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,965,863 | 4,414 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,370,602 | 5,990 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,007,412 | 5,648 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,506,999 | 5,579 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,290,095 | 5,311 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,985,979 | 5,591 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,888,071 | 5,682 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,078,558 | 5,923 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,960,954 | 6,147 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,705,496 | 5,179 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $612,474 | 2,641 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $567,125 | 3,250 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $332,359 | 2,230 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $298,924 | 2,905 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||