Position in URI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$978,816
+$349,341 QoQ
Shares Held
864
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#826
of 1,581 holders
Holding Since
Sep 2024
8 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, 2026Fiduciary Alliance LLC holds $978,816 across 1 Rental & Leasing Services name. URI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
864 | $978,816 |
All Filings in URI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,816 | 864 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $629,475 | 864 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $893,489 | 1,104 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,058,717 | 1,109 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $840,041 | 1,115 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $855,445 | 1,365 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,000,304 | 1,420 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $387,860 | 479 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||