Position in URI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,333,993
-$393,905 QoQ
Shares Held
1,831
-14.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Brown Financial Advisors holds $1,606,981 across 2 Rental & Leasing Services names. URI ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,831 | $1,333,993 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,990 | $272,988 |
All Filings in URI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,333,993 | 1,831 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,727,898 | 2,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,229,131 | 2,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,797,612 | 2,386 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,650,101 | 2,633 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,288,420 | 1,829 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,422,695 | 1,757 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,080,685 | 1,671 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||