Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$253,807
+$27,775 QoQ
Shares Held
2,361
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,650
of 2,129 holders
Holding Since
Mar 2021
15 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, 2026PFG Advisors holds $1,954,530 across 3 Integrated Freight & Logistics names. UPS ranks #2 (13.0% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,807 | 2,361 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $226,032 | 2,706 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $242,087 | 1,769 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $235,687 | 1,499 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $264,043 | 1,694 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,624,578 | 14,642 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,970,568 | 15,313 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,910,429 | 16,742 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,701,271 | 16,722 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,122,894 | 17,108 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,697,933 | 17,243 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,585,908 | 16,730 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,027,412 | 16,625 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,423,810 | 16,463 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,890,509 | 17,004 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||