Patriot Financial Group Insurance Agency, LLC
InsurancePosition in UPS — United Parcel Service Inc
CIK 1694883
Westborough, MA
Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$288,315
-$328,330 QoQ
Shares Held
2,682
-57.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,587
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $288,315 across 1 Integrated Freight & Logistics name. UPS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,682 | $288,315 |
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,315 | 2,682 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $616,645 | 6,268 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $308,580 | 3,111 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $718,859 | 8,606 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $793,186 | 7,858 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $729,783 | 6,635 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $704,142 | 5,584 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $759,822 | 5,573 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $913,336 | 6,674 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $734,083 | 4,939 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $770,269 | 4,899 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $746,617 | 4,790 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $790,313 | 4,409 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $842,692 | 4,344 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $704,399 | 4,052 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $563,128 | 3,486 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $631,588 | 3,460 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $611,639 | 2,852 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $632,731 | 2,952 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $785,579 | 4,314 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $816,074 | 3,924 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $601,084 | 3,536 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $512,104 | 3,041 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $222,451 | 1,335 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $140,531 | 1,264 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $102,481 | 1,097 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||