Position in FDX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$365,437
+$62,137 QoQ
Shares Held
1,273
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $1,086,178 across 1 Integrated Freight & Logistics name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
10,104 | $1,086,178 |
All Filings in FDX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,437 | 1,026 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $303,300 | 1,050 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $270,107 | 1,108 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $308,337 | 1,096 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $399,086 | 1,331 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $483,575 | 1,669 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $455,598 | 1,801 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $465,464 | 1,757 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $681,476 | 2,749 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $994,615 | 4,353 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $837,075 | 4,833 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $639,905 | 4,310 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $976,439 | 4,307 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $920,237 | 3,977 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $976,624 | 3,776 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $869,045 | 3,963 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,210,622 | 4,058 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,724,121 | 6,070 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,146,221 | 4,415 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,646,198 | 6,545 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $877,917 | 6,261 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,798,770 | 14,834 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||