RAYMOND JAMES FINANCIAL INC UHAL β€” U HAUL HOLDING COMPANY

Ownership history in RAYMOND JAMES FINANCIAL INC  Β·  4 quarters on record

AI Ownership Summary

RAYMOND JAMES FINANCIAL INC reported U HAUL HOLDING COMPANY (UHAL) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows UHAL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UHAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RAYMOND JAMES FINANCIAL INC's position in U HAUL HOLDING COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UHAL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RAYMOND JAMES FINANCIAL INC held UHAL β€” position size vs. price
% of Fund (quarterly)    UHAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 5,117 +52 +1.0% 0.00% $292K 2025-11-14 $51.53
2025 Q2 REDUCED β€” β€” β€” 5,065 -231 -4.4% 0.00% $307K 2025-08-14 $58.29
2025 Q1 REDUCED β€” β€” β€” 5,296 -142 -2.6% 0.00% $346K 2025-05-13 $65.72
2024 Q4 INITIATED β€” β€” β€” 5,438 β€” β€” 0.00% $376K 2025-02-06 $70.54

FAQ About RAYMOND JAMES FINANCIAL INC and UHAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has RAYMOND JAMES FINANCIAL INC reported owning UHAL?

RAYMOND JAMES FINANCIAL INC reported UHAL across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported UHAL position in RAYMOND JAMES FINANCIAL INC's portfolio?

The largest reported portfolio weight for UHAL was 0.00% in 2024 Q4.

What is the latest reported UHAL position on this page?

The most recent filing on this page is 2025 Q3, when RAYMOND JAMES FINANCIAL INC reported 5,117 shares, equal to 0.00% of portfolio, with an estimated market value of $292K.

What does the chart on this UHAL ownership page compare?

The chart compares RAYMOND JAMES FINANCIAL INC's quarterly UHAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RAYMOND JAMES FINANCIAL INC time their UHAL position?

Based on 13F filing dates vs. subsequent UHAL price moves, RAYMOND JAMES FINANCIAL INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on UHAL relative to SPY over the holding period was -42.5%.

← Back to RAYMOND JAMES FINANCIAL INC Holdings