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NBC Securities’s U-Haul Holding Co UHAL Stock Holding History

NBC Securities’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 		$30K Hold
458
– – ﹤0.01% 1496
2026
Q1 		$21.9K Hold
458
– – ﹤0.01% 1678
2025
Q4 		$23.1K Hold
458
– – ﹤0.01% 1713
2025
Q3 		$26.1K Hold
458
– – ﹤0.01% 1609
2025
Q2 		$27K Hold
458
– – ﹤0.01% 1576
2025
Q1 		$29K Buy
+458
New +$31.7K ﹤0.01% 1343
2024
Q4 		– Sell
-458
Closed -$35K – 2030
2024
Q3 		$35K Hold
458
– – ﹤0.01% 1295
2024
Q2 		$28K Buy
458
+150
+49% +$9.76K ﹤0.01% 1334
2024
Q1 		$21K Hold
308
– – ﹤0.01% 1464
2023
Q4 		$22K Buy
+308
New +$17.5K ﹤0.01% 1455

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

NBC Securities's UHAL Position: Q2 2026 in Review

NBC Securities held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 458 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

NBC Securities first reported a position in UHAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $35K in Q3 2024. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • NBC Securities held 458 shares of U-Haul Holding Co worth $30K as of Q2 2026.
  • NBC Securities left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1496 holding.
  • NBC Securities first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 10 quarters since.
  • NBC Securities's U-Haul Holding Co position peaked at $35K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.