Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$882,897
-$53,188 QoQ
Shares Held
8,213
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,063
of 2,129 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $2,284,894 across 3 Integrated Freight & Logistics names. UPS ranks #2 (38.6% of the industry book) .
All Filings in UPS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,897 | 8,213 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $936,085 | 9,515 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $979,501 | 9,875 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $794,787 | 9,515 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,068,449 | 10,585 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,247,066 | 11,338 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,355,953 | 10,753 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,148,391 | 8,423 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $1,100,821 | 8,044 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,203,754 | 8,099 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,164,602 | 7,407 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,189,443 | 7,631 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,361,224 | 7,594 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $1,355,082 | 7,795 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,396,028 | 8,642 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,554,145 | 8,514 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,835,348 | 8,558 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,972,999 | 9,205 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,621,964 | 8,907 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,844,069 | 8,867 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,523,110 | 8,960 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,553,321 | 9,224 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,411,356 | 8,470 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,001,509 | 9,008 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $854,979 | 9,152 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||