OneAscent Financial Services LLC
Position in UPS — United Parcel Service Inc
CIK 1780985
BIRMINGHAM, AL
Position in UPS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,121,012
+$3,917,956 QoQ
Shares Held
38,335
+1757.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#518
of 2,129 holders
Holding Since
Mar 2021
12 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, 2026OneAscent Financial Services LLC holds $5,299,660 across 3 Integrated Freight & Logistics names. UPS ranks #1 (77.8% of the industry book) .
All Filings in UPS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,121,012 | 38,335 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $203,056 | 2,064 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $269,106 | 2,666 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $589,766 | 5,362 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $324,203 | 2,571 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $308,946 | 2,266 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $331,296 | 2,229 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $456,124 | 2,901 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $221,335 | 1,420 | Shares | Sole | 2023-10-13 | |
| 2022-12-31 | $290,312 | 1,670 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $255,233 | 1,580 | Shares | Sole | 2022-11-02 | |
| 2021-03-31 | $300,882 | 1,770 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||