SGFG
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Silver Grove Financial Group’s United Rentals URI Stock Holding History

Silver Grove Financial Group’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77K Buy
68
+28
+70% +$26.6K 0.04% 304
2026
Q1 		$29.1K Buy
+40
New +$33.6K 0.02% 221

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silver Grove Financial Group's URI Position: Q2 2026 in Review

Silver Grove Financial Group increased its United Rentals (URI) stake by 70% in Q2 2026, buying an estimated $26.6K and bringing the position to 68 shares worth $77K. The position accounts for 0.04% of the portfolio, ranked #304.

Silver Grove Financial Group first reported a position in URI in Q1 2026 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Silver Grove Financial Group held 68 shares of United Rentals worth $77K as of Q2 2026.
  • Silver Grove Financial Group bought 28 United Rentals shares in Q2 2026, an estimated $26.6K.
  • United Rentals made up 0.04% of Silver Grove Financial Group's portfolio in Q2 2026, its #304 holding.
  • Silver Grove Financial Group first reported a position in United Rentals in Q1 2026 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.