Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$58,802
-$4,259 QoQ
Shares Held
547
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,884
of 2,129 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $356,835 across 3 Integrated Freight & Logistics names. UPS ranks #2 (16.5% of the industry book) .
All Filings in UPS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,802 | 547 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $63,061 | 641 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $63,580 | 641 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $54,795 | 656 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $83,274 | 825 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $104,379 | 949 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $117,273 | 930 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $213,371 | 1,565 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $213,896 | 1,563 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $8,064,663 | 54,260 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $8,085,080 | 51,422 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $6,860,150 | 44,012 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $6,890,190 | 38,439 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $7,776,476 | 40,087 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $6,847,730 | 39,391 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $6,501,822 | 40,249 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $7,437,226 | 40,743 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $8,547,946 | 39,858 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,475,860 | 39,544 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $7,212,980 | 39,610 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $6,837,676 | 40,224 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $6,607,173 | 39,235 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,441,135 | 32,654 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,582,108 | 32,219 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,747,482 | 29,410 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||