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

Putney 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
2025
Q3 		– Sell
-517
Closed -$31.3K – 263
2025
Q2 		$31.3K Hold
517
– – 0.03% 151
2025
Q1 		$33.8K Hold
517
– – 0.04% 137
2024
Q4 		$35.7K Buy
+517
New +$37.5K 0.03% 150

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Putney Financial Group's UHAL Position: Q3 2025 in Review

Putney Financial Group sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 517 shares — an estimated $31.3K sold.

Putney Financial Group first reported a position in UHAL in Q4 2024 and held it in 3 quarters. The position peaked at $35.7K in Q4 2024. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

  • Putney Financial Group reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 517 U-Haul Holding Co shares in Q3 2025, an estimated $31.3K.
  • Putney Financial Group first reported a position in U-Haul Holding Co in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's U-Haul Holding Co position peaked at $35.7K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.