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Keystone Financial Group

Position in UPS — United Parcel Service Inc

CIK 1729299 LEXINGTON, KY

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, 2026

Keystone Financial Group holds $2,284,894 across 3 Integrated Freight & Logistics names. UPS ranks #2 (38.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UPS
United Parcel Service Inc
This page
8,213 $882,897

All Filings in UPS

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $882,897 8,213
2026-03-31 $936,085 9,515
2025-12-31 $979,501 9,875
2025-09-30 $794,787 9,515
2025-06-30 $1,068,449 10,585
2025-03-31 $1,247,066 11,338
2024-12-31 $1,355,953 10,753
2024-09-30 $1,148,391 8,423
2024-06-30 $1,100,821 8,044
2024-03-31 $1,203,754 8,099
2023-12-31 $1,164,602 7,407
2023-09-30 $1,189,443 7,631
2023-06-30 $1,361,224 7,594
2022-12-31 $1,355,082 7,795
2022-09-30 $1,396,028 8,642
2022-06-30 $1,554,145 8,514
2022-03-31 $1,835,348 8,558
2021-12-31 $1,972,999 9,205
2021-09-30 $1,621,964 8,907
2021-06-30 $1,844,069 8,867
2021-03-31 $1,523,110 8,960
2020-12-31 $1,553,321 9,224
2020-09-30 $1,411,356 8,470
2020-06-30 $1,001,509 9,008
2020-03-31 $854,979 9,152