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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
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

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

SBI Securities's UHAL Position: Q2 2026 in Review

SBI Securities held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 2 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

SBI Securities first reported a position in UHAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $363 in Q2 2025. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • SBI Securities held 2 shares of U-Haul Holding Co worth $131 as of Q2 2026.
  • SBI Securities left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3446 holding.
  • SBI Securities first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's U-Haul Holding Co position peaked at $363 in Q2 2025.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.