Position in UPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,050
-$690 QoQ
Shares Held
140
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,004
of 2,129 holders
Holding Since
Dec 2020
23 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, 2026BFSG, LLC holds $195,714 across 6 Integrated Freight & Logistics names. UPS ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FWRD |
Forward Air Corp
|
8,495 | $114,767 | |
| 2 | FDX |
Fedex Corp
|
100 | $31,313 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
|
2,375 | $15,627 | |
| 4 | UPS |
United Parcel Service Inc
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|
140 | $15,050 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
75 | $14,125 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
32 | $4,832 |
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,050 | 140 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,740 | 160 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,870 | 160 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,694 | 140 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,131 | 140 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $15,398 | 140 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $17,654 | 140 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,087 | 140 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $19,159 | 140 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,170,295 | 14,602 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,352,632 | 14,963 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $2,406,788 | 15,441 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,475,980 | 13,813 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,656,499 | 13,694 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,382,651 | 13,706 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,213,744 | 13,704 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,500,067 | 13,696 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,938,316 | 13,701 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,932,814 | 13,683 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,547,396 | 13,989 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,888,911 | 13,891 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,363,880 | 13,906 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,374,271 | 14,099 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||