Position in UPS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,810,157
+$247,555 QoQ
Shares Held
26,141
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#632
of 2,129 holders
Holding Since
Mar 2020
26 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, 2026Jacobi Capital Management LLC holds $4,142,299 across 3 Integrated Freight & Logistics names. UPS ranks #1 (67.8% 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 | $2,810,157 | 26,141 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,562,602 | 26,048 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,718,500 | 27,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,392,883 | 28,647 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,537,429 | 25,138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,496,773 | 22,700 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,785,675 | 22,091 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,028,656 | 22,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,745,895 | 20,065 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,573,677 | 17,316 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,552,157 | 16,232 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,501,090 | 16,046 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,852,763 | 15,915 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,038,271 | 15,662 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,733,807 | 15,726 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,504,516 | 15,504 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,820,973 | 15,454 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,107,739 | 14,491 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,020,264 | 14,091 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,480,202 | 13,620 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,775,775 | 13,347 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,310,334 | 13,591 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,351,874 | 13,966 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,336,819 | 14,024 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,568,972 | 14,112 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,293,026 | 13,841 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||