Zions Bancorporation, National Association’s U-Haul Holding Co UHAL Stock Holding History

Zions Bancorporation, National Association’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	$327	Hold	5	–	–	﹤0.01%	1586
2026 Q1	$239	Hold	5	–	–	﹤0.01%	1514
2025 Q4	$252	Hold	5	–	–	﹤0.01%	1203
2025 Q3	$285	Hold	5	–	–	﹤0.01%	833
2025 Q2	$303	Hold	5	–	–	﹤0.01%	849
2025 Q1	$327	Buy	+5	New	+$347	﹤0.01%	861

Other funds holding UHAL

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

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

CLA

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Zions Bancorporation, National Association's UHAL Position: Q2 2026 in Review

Zions Bancorporation, National Association held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 5 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Zions Bancorporation, National Association first reported a position in UHAL in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Zions Bancorporation, National Association held 5 shares of U-Haul Holding Co worth $327 as of Q2 2026.
Zions Bancorporation, National Association left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1586 holding.
Zions Bancorporation, National Association first reported a position in U-Haul Holding Co in Q1 2025 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.