Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,229,442
+$652,903 QoQ
Shares Held
20,739
+29.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#714
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026RFG Advisory, LLC holds $3,100,743 across 3 Integrated Freight & Logistics names. UPS ranks #1 (71.9% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,229,442 | 20,739 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,576,539 | 16,025 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,497,141 | 35,257 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,561,008 | 18,688 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,171,131 | 31,416 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $994,529 | 9,042 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,625,302 | 12,889 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,735,744 | 12,731 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,631,388 | 11,921 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $960,001 | 6,459 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $677,661 | 4,310 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,463,307 | 9,388 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,786,764 | 9,968 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,556,963 | 8,026 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,471,381 | 8,464 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,188,288 | 7,356 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,200,565 | 6,577 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $818,164 | 3,815 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $511,843 | 2,388 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $537,377 | 2,951 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $621,830 | 2,990 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $735,376 | 4,326 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $779,692 | 4,630 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $749,335 | 4,497 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $489,303 | 4,401 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,101,702 | 11,793 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||