Beacon Financial Group’s United Rentals URI Stock Holding History

Beacon Financial Group’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	+189	New	+$180K	0.02%	364

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Assenagon Asset Management

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Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return