Raymond James Financial
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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
Q2 		$288K Sell
4,406
-505
-10% -$27.7K ﹤0.01% 4844
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 $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Raymond James Financial's UHAL Position: Q2 2026 in Review

Raymond James Financial reduced its U-Haul Holding Co (UHAL) stake by 10% in Q2 2026, selling an estimated $27.7K and leaving 4,406 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #4844.

Raymond James Financial first reported a position in UHAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $376K in Q4 2024. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Raymond James Financial held 4,406 shares of U-Haul Holding Co worth $288K as of Q2 2026.
  • Raymond James Financial sold 505 U-Haul Holding Co shares in Q2 2026, an estimated $27.7K.
  • U-Haul Holding Co made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4844 holding.
  • Raymond James Financial first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's U-Haul Holding Co position peaked at $376K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.