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 Q3	$27.6K	Hold	458	–	–	﹤0.01%	1544
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%	+$9.8K	﹤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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

NBC Securities's UHAL Position: Q3 2026 in Review

NBC Securities held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 458 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

NBC Securities first reported a position in UHAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $35K in Q3 2024. 57 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

NBC Securities held 458 shares of U-Haul Holding Co worth $27.6K as of Q3 2026.
NBC Securities left its U-Haul Holding Co share count unchanged in Q3 2026.
U-Haul Holding Co made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1544 holding.
NBC Securities first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 11 quarters since.
NBC Securities's U-Haul Holding Co position peaked at $35K in Q3 2024.
57 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.