Cascade Financial Partners’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Cascade Financial Partners’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478K	Buy	+8,287	New	+$413K	0.04%	179

Other funds holding UHAL.B

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Cascade Financial Partners's UHAL.B Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q2 2026: 8,287 shares worth $478K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings.

332 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2026.

Cascade Financial Partners held 8,287 shares of U-Haul Holding Co Series N worth $478K as of Q2 2026.
U-Haul Holding Co Series N was a new Cascade Financial Partners position in Q2 2026.
U-Haul Holding Co Series N made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #179 holding.
332 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.