LifeSteps Financial’s U-Haul Holding Co Series N UHAL.B Stock Holding History

LifeSteps Financial’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.63K	Buy	+63	New	+$3.14K	﹤0.01%	589

Other funds holding UHAL.B

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

LifeSteps Financial's UHAL.B Position: Q2 2026 in Review

LifeSteps Financial opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q2 2026: 63 shares worth $3.63K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

91 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2026.

LifeSteps Financial held 63 shares of U-Haul Holding Co Series N worth $3.63K as of Q2 2026.
U-Haul Holding Co Series N was a new LifeSteps Financial position in Q2 2026.
U-Haul Holding Co Series N made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #589 holding.
91 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.