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Cape Ann Savings Bank’s United Rentals URI Stock Holding History

Cape Ann Savings Bank’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 		$527K Hold
465
– – 0.25% 68
2026
Q1 		$339K Sell
465
-5
-1% -$4.2K 0.17% 84
2025
Q4 		$380K Buy
470
+180
+62% +$156K 0.2% 76
2025
Q3 		$277K Buy
+290
New +$258K 0.15% 93

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Pictet Asset Management
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Nordea Investment Management
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Sumitomo Mitsui Trust Group
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Citigroup
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VNIM
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ACM
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Cape Ann Savings Bank's URI Position: Q2 2026 in Review

Cape Ann Savings Bank held its United Rentals (URI) position steady in Q2 2026 at 465 shares worth $527K. The position accounts for 0.25% of the portfolio, ranked #68.

Cape Ann Savings Bank first reported a position in URI in Q3 2025 and has held it in 4 quarters since. 867 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cape Ann Savings Bank held 465 shares of United Rentals worth $527K as of Q2 2026.
  • Cape Ann Savings Bank left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.25% of Cape Ann Savings Bank's portfolio in Q2 2026, its #68 holding.
  • Cape Ann Savings Bank first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • 867 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.