Bank of Montreal
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Bank of Montreal’s U-Haul Holding Co UHAL Stock Holding History

Bank of Montreal’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.3K Sell
822
-152
-16% -$7.79K ﹤0.01% 3347
2025
Q4 		$49.1K Buy
974
+240
+33% +$12.8K ﹤0.01% 3199
2025
Q3 		$41.9K Sell
734
-246
-25% -$14.5K ﹤0.01% 3158
2025
Q2 		$59.3K Buy
980
+267
+37% +$16.7K ﹤0.01% 3110
2025
Q1 		$46.6K Sell
713
-2
-0.3% -$139 ﹤0.01% 3080
2024
Q4 		$49.4K Buy
715
+10
+1% +$725 ﹤0.01% 3111
2024
Q3 		$54.9K Sell
705
-471
-40% -$32.2K ﹤0.01% 3393
2024
Q2 		$75.5K Buy
1,176
+436
+59% +$28.4K ﹤0.01% 3324
2024
Q1 		$50.1K Sell
740
-17
-2% -$1.12K ﹤0.01% 3451
2023
Q4 		$55.3K Sell
757
-44
-5% -$2.5K ﹤0.01% 3535
2023
Q3 		$47.4K Sell
801
-140
-15% -$8.13K ﹤0.01% 3436
2023
Q2 		$52.2K Buy
941
+79
+9% +$4.63K ﹤0.01% 3591
2023
Q1 		$55.4K Buy
862
+35
+4% +$2.2K ﹤0.01% 3352
2022
Q4 		$49.8K Sell
827
-15,123
-95% -$870K ﹤0.01% 3543
2022
Q3 		$864 Sell
15,950
-5,960
-27% -$312K ﹤0.01% 2268
2022
Q2 		$1.07K Buy
21,910
+7,380
+51% +$382K ﹤0.01% 2260
2022
Q1 		$891K Buy
14,530
+400
+3% +$24.7K ﹤0.01% 2431
2021
Q4 		$1.02M Sell
14,130
-31,880
-69% -$2.3M ﹤0.01% 1929
2021
Q3 		$3.06M Sell
46,010
-3,190
-6% -$200K ﹤0.01% 1869
2021
Q2 		$2.89M Buy
49,200
+5,450
+12% +$319K ﹤0.01% 1868
2021
Q1 		$2.71M Buy
43,750
+8,180
+23% +$435K ﹤0.01% 1638
2020
Q4 		$1.69M Sell
35,570
-280
-0.8% -$11.2K ﹤0.01% 1913
2020
Q3 		$1.3M Sell
35,850
-70
-0.2% -$2.38K ﹤0.01% 1847
2020
Q2 		$1.05M Buy
35,920
+31,270
+672% +$916K ﹤0.01% 1901
2020
Q1 		$122K Sell
4,650
-460
-9% -$15.5K ﹤0.01% 2519
2019
Q4 		$192K Sell
5,110
-740
-13% -$28.1K ﹤0.01% 3183
2019
Q3 		$228K Buy
5,850
+740
+14% +$27.3K ﹤0.01% 2826
2019
Q2 		$195K Buy
5,110
+620
+14% +$23.6K ﹤0.01% 2934
2019
Q1 		$166K Sell
4,490
-670
-13% -$24.3K ﹤0.01% 2806
2018
Q4 		$168K Buy
5,160
+2,000
+63% +$67.6K ﹤0.01% 2678
2018
Q3 		$113K Buy
3,160
+1,210
+62% +$44.7K ﹤0.01% 3051
2018
Q2 		$69K Buy
1,950
+50
+3% +$1.74K ﹤0.01% 3287
2018
Q1 		$65K Sell
1,900
-230
-11% -$8.18K ﹤0.01% 3133
2017
Q4 		$81K Buy
2,130
+200
+10% +$7.48K ﹤0.01% 3086
2017
Q3 		$73K Buy
1,930
+90
+5% +$3.36K ﹤0.01% 3097
2017
Q2 		$67K Buy
1,840
+90
+5% +$3.26K ﹤0.01% 3123
2017
Q1 		$67K Hold
1,750
– – ﹤0.01% 2978
2016
Q4 		$60K Sell
1,750
-350
-17% -$12K ﹤0.01% 3050
2016
Q3 		$68K Buy
2,100
+70
+3% +$2.5K ﹤0.01% 2946
2016
Q2 		$76K Sell
2,030
-170
-8% -$6.14K ﹤0.01% 2918
2016
Q1 		$78K Buy
2,200
+1,230
+127% +$42.8K ﹤0.01% 2888
2015
Q4 		$38K Sell
970
-3,470
-78% -$140K ﹤0.01% 3146
2015
Q3 		$175K Sell
4,440
-810
-15% -$29.4K ﹤0.01% 2331
2015
Q2 		$171K Buy
5,250
+3,500
+200% +$114K ﹤0.01% 2481
2015
Q1 		$57K Sell
1,750
-9,650
-85% -$298K ﹤0.01% 2868
2014
Q4 		$324K Sell
11,400
-10,530
-48% -$285K ﹤0.01% 2267
2014
Q3 		$575K Sell
21,930
-13,060
-37% -$361K ﹤0.01% 2017
2014
Q2 		$1.02M Sell
34,990
-3,830
-10% -$101K ﹤0.01% 1745
2014
Q1 		$901K Sell
38,820
-580
-1% -$13.4K ﹤0.01% 1720
2013
Q4 		$937K Sell
39,400
-1,570
-4% -$33.7K ﹤0.01% 1498
2013
Q3 		$755K Buy
40,970
+11,550
+39% +$199K ﹤0.01% 1593
2013
Q2 		$476K Buy
+29,420
New +$489K ﹤0.01% 1774

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Bank of Montreal's UHAL Position: Q1 2026 in Review

Bank of Montreal reduced its U-Haul Holding Co (UHAL) stake by 16% in Q1 2026, selling an estimated $7.79K and leaving 822 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

Bank of Montreal first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.06M in Q3 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Bank of Montreal held 822 shares of U-Haul Holding Co worth $39.3K as of Q1 2026.
  • Bank of Montreal sold 152 U-Haul Holding Co shares in Q1 2026, an estimated $7.79K.
  • U-Haul Holding Co made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3347 holding.
  • Bank of Montreal first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's U-Haul Holding Co position peaked at $3.06M in Q3 2021.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.