Larson Financial Group
UHAL icon

Larson Financial Group’s U-Haul Holding Co UHAL Stock Holding History

Larson Financial Group’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 		$69.3K Buy
1,152
+829
+257% +$56.7K ﹤0.01% 1432
2026
Q2 		$21.1K Buy
323
+149
+86% +$8.17K ﹤0.01% 1980
2026
Q1 		$8.31K Buy
174
+141
+427% +$7.23K ﹤0.01% 2354
2025
Q4 		$1.66K Sell
33
-21
-39% -$1.12K ﹤0.01% 2820
2025
Q3 		$3.08K Sell
54
-128
-70% -$7.54K ﹤0.01% 2534
2025
Q2 		$11K Buy
182
+77
+73% +$4.82K ﹤0.01% 1770
2025
Q1 		$6.86K Sell
105
-62
-37% -$4.3K ﹤0.01% 1776
2024
Q4 		$11.5K Buy
167
+67
+67% +$4.86K ﹤0.01% 1433
2024
Q3 		$7.75K Hold
100
– – ﹤0.01% 1572
2024
Q2 		$6.17K Hold
100
– – ﹤0.01% 1392
2024
Q1 		$6.75K Hold
100
– – ﹤0.01% 1134
2023
Q4 		$7.18K Hold
100
– – ﹤0.01% 1097
2023
Q3 		$5.46K Hold
100
– – ﹤0.01% 1148
2023
Q2 		$5.53K Buy
+100
New +$5.87K ﹤0.01% 1078

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
Citigroup
Citigroup New York $308B AUM 40.94% 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

Larson Financial Group's UHAL Position: Q3 2026 in Review

Larson Financial Group increased its U-Haul Holding Co (UHAL) stake by 257% in Q3 2026, buying an estimated $56.7K and bringing the position to 1,152 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Larson Financial Group first reported a position in UHAL in Q2 2023 and has held it in 14 quarters since. 100 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Larson Financial Group held 1,152 shares of U-Haul Holding Co worth $69.3K as of Q3 2026.
  • Larson Financial Group bought 829 U-Haul Holding Co shares in Q3 2026, an estimated $56.7K.
  • U-Haul Holding Co made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1432 holding.
  • Larson Financial Group first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 14 quarters since.
  • 100 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.