Sowell Financial Services LLC

Position in URI — United Rentals, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in URI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,046,341

+$1,146,257 QoQ

Shares Held

2,689

+3.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#567

of 1,581 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sowell Financial Services LLC holds $3,998,834 across 3 Rental & Leasing Services names. URI ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc. This page	2,689	$3,046,341
2	R	Ryder System Inc	2,367	$624,343
3	AER	AerCap Holdings N.V.	2,251	$328,150

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,046,341	2,689	+3.1%	Shares	Sole	2026-07-20
2026-03-31	$1,900,084	2,608	-4.2%	Shares	Sole	2026-04-20
2025-12-31	$2,202,159	2,721	-0.1%	Shares	Sole	2026-01-21
2025-09-30	$2,599,539	2,723	-13.2%	Shares	Sole	2025-10-17
2025-06-30	$2,364,169	3,138	+2.5%	Shares	Sole	2025-07-14
2025-03-31	$1,917,702	3,060	+68.8%	Shares	Sole	2025-04-17
2023-03-31	$717,512	1,813	-45.0%	Shares	Sole	2023-05-12
2021-03-31	$1,086,393	3,299	-15.7%	Shares	Sole	2021-05-07
2020-12-31	$907,695	3,914	+10.0%	Shares	Sole	2021-01-13
2020-09-30	$621,045	3,559	+162.1%	Shares	Sole	2020-11-12
2020-06-30	$202,396	1,358	-13.0%	Shares	Sole	2020-08-13
2020-03-31	$160,626	1,561	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.