Jones Financial Companies
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Jones Financial Companies’s U-Haul Holding Co UHAL Stock Holding History

Jones Financial Companies’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
Q2 		$184K Buy
2,741
+1,409
+106% +$77.3K ﹤0.01% 2616
2026
Q1 		$60.9K Buy
1,332
+764
+135% +$39.2K ﹤0.01% 2878
2025
Q4 		$28.6K Buy
568
+112
+25% +$5.96K ﹤0.01% 2782
2025
Q3 		$26.1K Buy
456
+101
+28% +$5.95K ﹤0.01% 2657
2025
Q2 		$21.6K Hold
355
– – ﹤0.01% 2557
2025
Q1 		$23.1K Hold
355
– – ﹤0.01% 2376
2024
Q4 		$24.5K Hold
355
– – ﹤0.01% 2164
2024
Q3 		$27.6K Buy
355
+351
+8,775% +$24K ﹤0.01% 1846
2024
Q2 		$247 Buy
+4
New +$260 ﹤0.01% 2375

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Jones Financial Companies's UHAL Position: Q2 2026 in Review

Jones Financial Companies increased its U-Haul Holding Co (UHAL) stake by 106% in Q2 2026, buying an estimated $77.3K and bringing the position to 2,741 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

Jones Financial Companies first reported a position in UHAL in Q2 2024 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Jones Financial Companies held 2,741 shares of U-Haul Holding Co worth $184K as of Q2 2026.
  • Jones Financial Companies bought 1,409 U-Haul Holding Co shares in Q2 2026, an estimated $77.3K.
  • U-Haul Holding Co made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2616 holding.
  • Jones Financial Companies first reported a position in U-Haul Holding Co in Q2 2024 and has held it in 9 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.