James T. Borello RIA
UHAL.B icon

James T. Borello RIA’s U-Haul Holding Co Series N UHAL.B Stock Holding History

James T. Borello RIA’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$581 Hold
11
– – ﹤0.01% 1034
2026
Q2 		$635 Buy
11
+9
+450% +$448 ﹤0.01% 1045
2026
Q1 		$89 Hold
2
– – ﹤0.01% 1180
2025
Q4 		$93 Buy
+2
New +$97 ﹤0.01% 1090

Other funds holding UHAL.B

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

James T. Borello RIA's UHAL.B Position: Q3 2026 in Review

James T. Borello RIA held its U-Haul Holding Co Series N (UHAL.B) position steady in Q3 2026 at 11 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

James T. Borello RIA first reported a position in UHAL.B in Q4 2025 and has held it in 4 quarters since. The position peaked at $635 in Q2 2026. 64 funds tracked by Wall St. Rank hold UHAL.B as of Q3 2026.

  • James T. Borello RIA held 11 shares of U-Haul Holding Co Series N worth $581 as of Q3 2026.
  • James T. Borello RIA left its U-Haul Holding Co Series N share count unchanged in Q3 2026.
  • U-Haul Holding Co Series N made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1034 holding.
  • James T. Borello RIA first reported a position in U-Haul Holding Co Series N in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's U-Haul Holding Co Series N position peaked at $635 in Q2 2026.
  • 64 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.