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 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 $481B AUM 30.42% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

UMB Bank's UHAL Position: Q1 2026 in Review

UMB Bank held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 30 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

UMB Bank first reported a position in UHAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $22K in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

UMB Bank held 30 shares of U-Haul Holding Co worth $1.43K as of Q1 2026.
UMB Bank left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #2196 holding.
UMB Bank first reported a position in U-Haul Holding Co in Q4 2021 and has held it in 18 quarters since.
UMB Bank's U-Haul Holding Co position peaked at $22K in Q4 2021.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.