Citigroup
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Citigroup’s U-Haul Holding Co UHAL Stock Holding History

Citigroup’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
2016
Q4 		– Sell
-5,000
Closed -$162K – 7336
2016
Q3 		$162K Sell
5,000
-8,000
-62% -$286K ﹤0.01% 4828
2016
Q2 		$487K Buy
+13,000
New +$470K ﹤0.01% 3694

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Citigroup's UHAL Position: Q3 2026 in Review

Citigroup increased its U-Haul Holding Co (UHAL) stake by 22% in Q3 2026, buying an estimated $358K and bringing the position to 29,451 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Citigroup first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.96M in Q3 2021. 100 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Citigroup held 29,451 shares of U-Haul Holding Co worth $1.77M as of Q3 2026.
  • Citigroup bought 5,224 U-Haul Holding Co shares in Q3 2026, an estimated $358K.
  • U-Haul Holding Co made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2909 holding.
  • Citigroup first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's U-Haul Holding Co position peaked at $8.96M in Q3 2021.
  • 100 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.