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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
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 $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

SBI Securities's UHAL Position: Q1 2026 in Review

SBI Securities held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 2 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

SBI Securities first reported a position in UHAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $363 in Q2 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • SBI Securities held 2 shares of U-Haul Holding Co worth $96 as of Q1 2026.
  • SBI Securities left its U-Haul Holding Co share count unchanged in Q1 2026.
  • U-Haul Holding Co made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3420 holding.
  • SBI Securities first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's U-Haul Holding Co position peaked at $363 in Q2 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.