Transamerica Financial Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in UPS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$291,970
-$710 QoQ
Shares Held
2,716
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,571
of 2,125 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $1,096,441 across 11 Integrated Freight & Logistics names. UPS ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
1,613 | $505,078 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,716 | $291,970 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
649 | $122,232 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
555 | $83,805 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
454 | $73,992 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
51 | $14,760 | |
| 7 | ZTO |
ZTO Express (Cayman) Inc.
|
116 | $2,596 | |
| 8 | LSTR |
Landstar System Inc
|
7 | $1,447 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,970 | 2,716 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $292,680 | 2,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $155,529 | 1,568 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $92,467 | 1,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,514 | 15 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4 | 30 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,783 | 30 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7 | 46 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $981,214 | 7,170 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,065,677 | 7,170 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $955,801 | 6,079 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,320,686 | 8,473 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,511,077 | 8,430 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,586,450 | 8,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,377,855 | 7,926 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,074,725 | 6,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,033,724 | 5,663 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $857 | 4 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $857 | 4 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $728 | 4 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $831 | 4 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $679 | 4 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $673 | 4 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,166 | 7 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $255,380 | 2,297 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||