Position in URI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,765,038
+$707,901 QoQ
Shares Held
1,558
+7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#181
of 555 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Merit Financial Group, LLC holds $4,263,990 across 5 Rental & Leasing Services names. URI ranks #1 (41.4% of the industry book) .
All Filings in URI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,038 | 1,558 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,057,137 | 1,451 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,265,774 | 1,564 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,090,217 | 1,142 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $516,832 | 686 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $332,151 | 530 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $906,614 | 1,287 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||