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Brown Financial Advisors

SEC CIK
0002035548
Latest filing
Aug 26, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Brown Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

URI overviewAll 13F holders of URIFull Q2 2026 holdings

Shares (Q2 2026)
1,909
Value
$2.16M
% of portfolio
0.8%
Quarters held
9
Since Q2 2024
Holdings of URI by Brown Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,909$2.16M0.8%+78+4.3%AddedHolders
Q1 20261,831$1.33M0.5%−304−14.2%ReducedHolders
Q4 20252,135$1.73M0.6%−200−8.6%ReducedHolders
Q3 20252,335$2.23M0.8%−51−2.1%ReducedHolders
Q2 20252,386$1.80M0.7%−247−9.4%ReducedHolders
Q1 20252,633$1.65M0.7%+804+44.0%AddedHolders
Q4 20241,829$1.29M0.5%+72+4.1%AddedHolders
Q3 20241,757$1.42M0.6%+86+5.1%AddedHolders
Q2 20241,671$1.08M0.5%–No prior filingHolders