SBI Securities
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SBI Securities’s U-Haul Holding Co UHAL Stock Holding History

SBI Securities’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
Q3 		$120 Hold
2
– – ﹤0.01% 3540
2026
Q2 		$131 Hold
2
– – ﹤0.01% 3446
2026
Q1 		$96 Hold
2
– – ﹤0.01% 3420
2025
Q4 		$101 Sell
2
-4
-67% -$213 ﹤0.01% 3399
2025
Q3 		$342 Hold
6
– – ﹤0.01% 3131
2025
Q2 		$363 Buy
6
+1
+20% +$63 ﹤0.01% 3098
2025
Q1 		$327 Hold
5
– – ﹤0.01% 3034
2024
Q4 		$345 Buy
+5
New +$363 ﹤0.01% 3027

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Y-Intercept (HK)
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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SBI Securities's UHAL Position: Q3 2026 in Review

SBI Securities held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 2 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #3540.

SBI Securities first reported a position in UHAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $363 in Q2 2025. 37 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • SBI Securities held 2 shares of U-Haul Holding Co worth $120 as of Q3 2026.
  • SBI Securities left its U-Haul Holding Co share count unchanged in Q3 2026.
  • U-Haul Holding Co made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3540 holding.
  • SBI Securities first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's U-Haul Holding Co position peaked at $363 in Q2 2025.
  • 37 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.