FFA
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Farther Finance Advisors’s United Rentals URI Stock Holding History

Farther Finance Advisors’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
Q3 		$2.7M Buy
2,702
+173
+7% +$185K 0.02% 642
2026
Q2 		$2.86M Sell
2,529
-197
-7% -$187K 0.02% 590
2026
Q1 		$1.99M Buy
2,726
+24
+0.9% +$20.2K 0.02% 654
2025
Q4 		$2.19M Buy
2,702
+128
+5% +$111K 0.02% 551
2025
Q3 		$2.46M Buy
2,574
+1,229
+91% +$1.1M 0.04% 379
2025
Q2 		$1.01M Buy
1,345
+486
+57% +$325K 0.02% 581
2025
Q1 		$543K Buy
859
+433
+102% +$298K 0.01% 750
2024
Q4 		$300K Sell
426
-10
-2% -$8.13K 0.01% 806
2024
Q3 		$353K Buy
436
+46
+12% +$33.1K 0.01% 739
2024
Q2 		$250K Buy
390
+36
+10% +$23.9K 0.01% 747
2024
Q1 		$251K Buy
354
+25
+8% +$16K 0.02% 608
2023
Q4 		$189K Buy
329
+144
+78% +$67.9K 0.01% 569
2023
Q3 		$82.3K Buy
185
+37
+25% +$16.9K 0.01% 628
2023
Q2 		$65.9K Buy
148
+4
+3% +$1.48K 0.01% 578
2023
Q1 		$57K Sell
144
-9
-6% -$3.78K 0.02% 571
2022
Q4 		$54.4K Buy
+153
New +$50.3K 0.02% 468

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

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

Farther Finance Advisors increased its United Rentals (URI) stake by 6.8% in Q3 2026, buying an estimated $185K and bringing the position to 2,702 shares worth $2.7M. The position accounts for 0.02% of the portfolio, ranked #642.

Farther Finance Advisors first reported a position in URI in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.86M in Q2 2026. 66 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Farther Finance Advisors held 2,702 shares of United Rentals worth $2.7M as of Q3 2026.
  • Farther Finance Advisors bought 173 United Rentals shares in Q3 2026, an estimated $185K.
  • United Rentals made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #642 holding.
  • Farther Finance Advisors first reported a position in United Rentals in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's United Rentals position peaked at $2.86M in Q2 2026.
  • 66 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

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