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Farther Finance Advisors’s U-Haul Holding Co UHAL Stock Holding History

Farther Finance Advisors’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
Q3 		$90.1K Buy
1,498
+790
+112% +$54.1K ﹤0.01% 2944
2026
Q2 		$46.5K Buy
708
+595
+527% +$32.6K ﹤0.01% 3297
2026
Q1 		$5.33K Buy
113
+26
+30% +$1.33K ﹤0.01% 4461
2025
Q4 		$4.39K Buy
87
+36
+71% +$1.92K ﹤0.01% 4379
2025
Q3 		$2.91K Buy
51
+5
+11% +$295 ﹤0.01% 3989
2025
Q2 		$2.79K Buy
46
+40
+667% +$2.5K ﹤0.01% 3582
2025
Q1 		$399 Hold
6
– – ﹤0.01% 3814
2024
Q4 		$415 Hold
6
– – ﹤0.01% 3476
2024
Q3 		$465 Buy
6
+1
+20% +$68 ﹤0.01% 3451
2024
Q2 		$310 Hold
5
– – ﹤0.01% 3389
2024
Q1 		$340 Hold
5
– – ﹤0.01% 3133
2023
Q4 		$359 Hold
5
– – ﹤0.01% 3084
2023
Q3 		$273 Hold
5
– – ﹤0.01% 2410
2023
Q2 		$277 Hold
5
– – ﹤0.01% 2300
2023
Q1 		$298 Sell
5
-6
-55% -$378 ﹤0.01% 2124
2022
Q4 		$662 Buy
+11
New +$633 ﹤0.01% 1767

Other funds holding UHAL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's UHAL Position: Q3 2026 in Review

Farther Finance Advisors increased its U-Haul Holding Co (UHAL) stake by 112% in Q3 2026, buying an estimated $54.1K and bringing the position to 1,498 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Farther Finance Advisors first reported a position in UHAL in Q4 2022 and has held it in 16 quarters since. 12 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Farther Finance Advisors held 1,498 shares of U-Haul Holding Co worth $90.1K as of Q3 2026.
  • Farther Finance Advisors bought 790 U-Haul Holding Co shares in Q3 2026, an estimated $54.1K.
  • U-Haul Holding Co made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2944 holding.
  • Farther Finance Advisors first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 16 quarters since.
  • 12 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.