Position in FDX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,988,375
-$226,708 QoQ
Shares Held
6,350
-17.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#684
of 1,932 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $4,028,128 across 5 Integrated Freight & Logistics names. FDX ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
This page
|
6,350 | $1,988,375 | |
| 2 | UPS |
United Parcel Service Inc
|
9,485 | $1,019,637 | |
| 3 | FDXF |
FedEx Freight Holding Company, Inc.
|
2,583 | $390,033 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
2,284 | $372,246 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,369 | $257,837 |
All Filings in FDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,988,375 | 6,350 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,215,083 | 6,219 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,097,412 | 7,261 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,890,252 | 8,016 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,105,863 | 4,865 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,528,031 | 8,986 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,640,464 | 9,648 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,242,769 | 10,815 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,040,134 | 13,944 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,048,288 | 12,050 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $3,694,044 | 13,944 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $3,807,744 | 15,360 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,570,612 | 15,627 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,880,143 | 16,629 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,993,397 | 26,897 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $4,026,141 | 17,759 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,535,244 | 19,600 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $6,165,461 | 23,838 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,117,571 | 23,337 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $10,333,851 | 34,639 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,742,614 | 16,697 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,821,493 | 7,016 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,867,535 | 7,425 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $835,009 | 5,955 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $839,725 | 6,925 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||