Legacy Financial Advisors, Inc.
Position in UPS — United Parcel Service Inc
CIK 1730810
COVINGTON, KY
Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$617,587
+$54,559 QoQ
Shares Held
5,745
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,211
of 2,129 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $3,195,769 across 6 Integrated Freight & Logistics names. UPS ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,693 | $843,259 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
2,254 | $652,375 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
5,745 | $617,587 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
2,898 | $472,316 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,108 | $397,020 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,412 | $213,212 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,587 | 5,745 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $563,028 | 5,723 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $574,905 | 5,796 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $451,312 | 5,403 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $538,918 | 5,339 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,191,191 | 10,830 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,392,900 | 11,046 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,208,381 | 8,863 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,182,794 | 8,643 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $942,165 | 6,339 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,094,163 | 6,959 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $819,096 | 5,255 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,163,870 | 6,493 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,177,325 | 6,069 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $958,206 | 5,512 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $794,292 | 4,917 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $835,668 | 4,578 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,007,962 | 4,700 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $997,538 | 4,654 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $779,023 | 4,278 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $845,813 | 4,067 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $590,715 | 3,475 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $489,538 | 2,907 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $552,878 | 3,318 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||