Back to UHAL/B
INDEPENDENT FINANCIAL GROUP, LLC → UHAL/B
INDEPENDENT FINANCIAL GROUP, LLC UHAL/B Position History
U-HAUL HOLDING CO - NON VOTING
Quarters held
11
Latest value
$238K
Q3 2026
Peak value
$324K
First seen
Q2 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2024 | $270K |
| Q3 2024 | $324K |
| Q4 2024 | $288K |
| Q1 2025 | $266K |
| Q2 2025 | $245K |
| Q3 2025 | $229K |
| Q4 2025 | $210K |
| Q1 2026 | $201K |
| Q1 2026 | $201K |
| Q2 2026 | $260K |
| Q3 2026 | $238K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $238K | 4.5K | — | — |
| Q2 2026 | $260K | 4.5K | — | — |
| Q1 2026 | $201K | 4.5K | — | — |
| Q1 2026 | $201K | 4.5K | — | — |
| Q4 2025 | $210K | 4.5K | — | — |
| Q3 2025 | $229K | 4.5K | — | — |
| Q2 2025 | $245K | 4.5K | — | — |
| Q1 2025 | $266K | 4.5K | — | — |
| Q4 2024 | $288K | 4.5K | — | — |
| Q3 2024 | $324K | 4.5K | — | — |
| Q2 2024 | $270K | 4.5K | — | — |
Other funds holding UHAL/B
$531.4M
$521.1M
$485.3M
$474.5M
$454.5M
$423.8M
$422.3M