Pinnacle Bancorp’s U-Haul Holding Co UHAL Stock Holding History

Pinnacle Bancorp’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 Q1	$5.35K	Hold	112	–	–	﹤0.01%	794
2025 Q4	$5.65K	Sell	112 -29	-21%	-$1.54K	﹤0.01%	769
2025 Q3	$8.05K	Hold	141	–	–	﹤0.01%	757
2025 Q2	$8.54K	Hold	141	–	–	﹤0.01%	740
2025 Q1	$9.22K	Hold	141	–	–	﹤0.01%	706
2024 Q4	$9.74K	Hold	141	–	–	﹤0.01%	703
2024 Q3	$10.9K	Buy	141 +20	+17%	+$1.37K	﹤0.01%	683
2024 Q2	$7.47K	Hold	121	–	–	﹤0.01%	701
2024 Q1	$8.17K	Hold	121	–	–	﹤0.01%	680
2023 Q4	$8.69K	Buy	121 +14	+13%	+$794	﹤0.01%	650
2023 Q3	$5.84K	Buy	107 +18	+20%	+$1.05K	﹤0.01%	678
2023 Q2	$4.92K	Buy	+89	New	+$5.22K	﹤0.01%	683

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Pinnacle Bancorp's UHAL Position: Q1 2026 in Review

Pinnacle Bancorp held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 112 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Pinnacle Bancorp first reported a position in UHAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.9K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Pinnacle Bancorp held 112 shares of U-Haul Holding Co worth $5.35K as of Q1 2026.
Pinnacle Bancorp left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #794 holding.
Pinnacle Bancorp first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 12 quarters since.
Pinnacle Bancorp's U-Haul Holding Co position peaked at $10.9K in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.