UMB Bank’s U-Haul Holding Co UHAL Stock Holding History

UMB Bank’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	–	Sell	-30	Closed	-$1.43K	–	2366
2026 Q1	$1.43K	Hold	30	–	–	﹤0.01%	2196
2025 Q4	$1.51K	Hold	30	–	–	﹤0.01%	2189
2025 Q3	$1.71K	Hold	30	–	–	﹤0.01%	2057
2025 Q2	$1.82K	Hold	30	–	–	﹤0.01%	2015
2025 Q1	$1.96K	Hold	30	–	–	﹤0.01%	1971
2024 Q4	$2.07K	Hold	30	–	–	﹤0.01%	1923
2024 Q3	$2.32K	Hold	30	–	–	﹤0.01%	1949
2024 Q2	$1.85K	Hold	30	–	–	﹤0.01%	1807
2024 Q1	$2.03K	Hold	30	–	–	﹤0.01%	1536
2023 Q4	$2.15K	Hold	30	–	–	﹤0.01%	1487
2023 Q3	$1.64K	Hold	30	–	–	﹤0.01%	1547
2023 Q2	$1.66K	Hold	30	–	–	﹤0.01%	1534
2023 Q1	$1.79K	Hold	30	–	–	﹤0.01%	1533
2022 Q4	$2K	Sell	30 -270	-90%	-$15.5K	﹤0.01%	1575
2022 Q3	$15K	Hold	300	–	–	﹤0.01%	1204
2022 Q2	$14K	Hold	300	–	–	﹤0.01%	1297
2022 Q1	$18K	Hold	300	–	–	﹤0.01%	1295
2021 Q4	$22K	Buy	+300	New	+$21.6K	﹤0.01%	1247

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

UMB Bank's UHAL Position: Q2 2026 in Review

UMB Bank sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 30 shares — an estimated $1.43K sold.

UMB Bank first reported a position in UHAL in Q4 2021 and held it in 18 quarters. The position peaked at $22K in Q4 2021. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

UMB Bank reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
UMB Bank sold 30 U-Haul Holding Co shares in Q2 2026, an estimated $1.43K.
UMB Bank first reported a position in U-Haul Holding Co in Q4 2021 and held it in 18 quarters.
UMB Bank's U-Haul Holding Co position peaked at $22K in Q4 2021.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.