Raymond James Financial
UHAL icon

Raymond James Financial’s U-Haul Holding Co UHAL Stock Holding History

Raymond James Financial’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 		$235K Buy
+4,911
New +$252K ﹤0.01% 4803
2025
Q4 		– Sell
-5,117
Closed -$292K – 5340
2025
Q3 		$292K Buy
5,117
+52
+1% +$3.06K ﹤0.01% 4430
2025
Q2 		$307K Sell
5,065
-231
-4% -$14.4K ﹤0.01% 4282
2025
Q1 		$346K Sell
5,296
-142
-3% -$9.84K ﹤0.01% 4133
2024
Q4 		$376K Buy
+5,438
New +$394K ﹤0.01% 4061

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
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

Raymond James Financial's UHAL Position: Q1 2026 in Review

Raymond James Financial opened a new position in U-Haul Holding Co (UHAL) in Q1 2026: 4,911 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #4803 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in UHAL as recently as Q3 2025.

Raymond James Financial first reported a position in UHAL in Q4 2024 and has held it in 5 quarters since. The position peaked at $376K in Q4 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Raymond James Financial held 4,911 shares of U-Haul Holding Co worth $235K as of Q1 2026.
  • U-Haul Holding Co was a new Raymond James Financial position in Q1 2026.
  • U-Haul Holding Co made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4803 holding.
  • Raymond James Financial first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 5 quarters since.
  • Raymond James Financial's U-Haul Holding Co position peaked at $376K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.