RFG
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Range Financial Group’s United Rentals URI Stock Holding History

Range Financial Group’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$646K Sell
570
-16
-3% -$15.2K 0.18% 123
2026
Q1 		$427K Buy
586
+8
+1% +$6.72K 0.14% 146
2025
Q4 		$468K Buy
578
+2
+0.3% +$1.74K 0.16% 141
2025
Q3 		$550K Sell
576
-8
-1% -$7.13K 0.2% 122
2025
Q2 		$440K Buy
584
+4
+0.7% +$2.67K 0.17% 139
2025
Q1 		$363K Buy
580
+30
+5% +$20.6K 0.16% 131
2024
Q4 		$387K Buy
+550
New +$447K 0.18% 128
2024
Q3 		– Sell
-507
Closed -$328K – 178
2024
Q2 		$328K Buy
507
+29
+6% +$19.3K 0.17% 135
2024
Q1 		$345K Buy
478
+28
+6% +$18K 0.18% 135
2023
Q4 		$258K Buy
+450
New +$212K 0.16% 140
2023
Q3 		– Sell
-460
Closed -$205K – 178
2023
Q2 		$205K Sell
460
-629
-58% -$233K 0.13% 154
2023
Q1 		$431K Sell
1,089
-127
-10% -$53.3K 0.28% 119
2022
Q4 		$432K Buy
1,216
+320
+36% +$105K 0.29% 124
2022
Q3 		$242K Buy
+896
New +$261K 0.19% 144
2022
Q2 		– Sell
-719
Closed -$255K – 179
2022
Q1 		$255K Sell
719
-27
-4% -$8.82K 0.16% 146
2021
Q4 		$248K Sell
746
-42
-5% -$15K 0.16% 148
2021
Q3 		$277K Buy
788
+92
+13% +$30.9K 0.2% 135
2021
Q2 		$222K Buy
+696
New +$225K 0.16% 149

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return