Position in FDX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,244,202
-$1,694,792 QoQ
Shares Held
7,167
-47.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#643
of 1,932 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $12,820,264 across 7 Integrated Freight & Logistics names. FDX ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
71,187 | $7,652,602 | |
| 2 | FDX |
Fedex Corp
This page
|
7,167 | $2,244,202 | |
| 3 | GXO |
GXO Logistics, Inc.
|
21,923 | $1,111,495 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,380 | $636,589 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,668 | $597,809 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,362 | $507,662 | |
| 7 | SERV |
Serve Robotics Inc. /DE/
|
10,624 | $69,905 |
All Filings in FDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,244,202 | 7,167 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,938,994 | 11,059 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,138,719 | 7,404 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,934,348 | 8,203 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,929,861 | 8,490 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,138,925 | 8,774 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,071,713 | 7,364 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,234,322 | 8,164 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,390,923 | 7,974 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,351,529 | 8,116 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,503,887 | 13,851 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,557,345 | 13,428 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,014,931 | 8,128 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,765,541 | 7,727 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,223,689 | 8,242 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,382,040 | 10,507 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,060,364 | 13,226 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,585,463 | 6,130 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,245,128 | 5,678 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,398,570 | 4,688 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,427,300 | 5,025 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,239,392 | 20,181 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,296,334 | 5,154 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $0 | 0 | Call | Sole | 2020-08-06 | |
| 2020-06-30 | $634,355 | 4,524 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $673,962 | 5,558 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||