Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,004,019
+$419,709 QoQ
Shares Held
74,456
-3.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#365
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026REGIONS FINANCIAL CORP holds $22,620,018 across 5 Integrated Freight & Logistics names. UPS ranks #1 (35.4% of the industry book) .
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,004,019 | 74,456 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $7,584,310 | 77,092 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,694,267 | 77,571 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $6,583,583 | 78,817 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $10,207,859 | 101,128 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $11,455,458 | 104,150 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $13,336,461 | 105,761 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,973,131 | 109,822 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,411,735 | 119,925 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $19,942,577 | 134,176 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $38,818,357 | 246,889 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $38,571,901 | 247,462 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $45,018,099 | 251,147 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $48,584,795 | 250,450 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $43,507,805 | 250,275 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $40,688,210 | 251,877 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $46,265,675 | 253,455 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $55,835,732 | 260,355 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $55,597,223 | 259,388 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $46,822,097 | 257,123 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $37,083,337 | 178,311 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $31,968,149 | 188,059 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $31,339,071 | 186,099 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $31,146,812 | 186,922 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $19,994,610 | 179,840 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $44,877,192 | 480,381 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||