Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,322,787
+$114,484 QoQ
Shares Held
12,305
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#909
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $1,539,159 across 2 Integrated Freight & Logistics names. UPS ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
12,305 | $1,322,787 | |
| 2 | FDX |
Fedex Corp
|
691 | $216,372 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,322,787 | 12,305 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,208,303 | 12,282 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,296,050 | 23,148 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $2,056,258 | 24,617 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,585,679 | 25,616 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,020,655 | 27,463 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,538,239 | 28,059 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,780,980 | 27,732 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,803,882 | 27,796 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,235,360 | 28,496 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,570,361 | 29,068 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $4,617,492 | 29,624 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $6,206,889 | 34,627 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,537,887 | 44,012 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,726,144 | 44,444 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $7,206,622 | 44,612 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $8,146,212 | 44,627 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $9,705,387 | 45,255 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $9,734,251 | 45,415 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $8,284,275 | 45,493 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,459,723 | 45,486 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,062,898 | 59,197 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $9,968,774 | 59,197 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $9,914,818 | 59,502 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,651,629 | 68,822 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,412,068 | 68,637 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||