Position in FDX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,044,601
-$133,998 QoQ
Shares Held
3,336
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#880
of 1,932 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,487,343 across 4 Integrated Freight & Logistics names. FDX ranks #2 (23.3% of the industry book) .
All Filings in FDX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,601 | 3,336 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,178,599 | 3,309 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $890,844 | 3,084 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $550,144 | 2,333 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $437,571 | 1,925 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $349,580 | 1,434 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $632,429 | 2,248 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,039,710 | 3,799 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $910,014 | 3,035 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $611,061 | 2,109 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $719,952 | 2,846 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $483,214 | 1,824 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $541,909 | 2,186 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||