Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,037,950
+$228,906 QoQ
Shares Held
28,260
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#609
of 2,129 holders
Holding Since
Jun 2021
20 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, 2026XML Financial, LLC holds $5,976,648 across 3 Integrated Freight & Logistics names. UPS ranks #1 (50.8% of the industry book) .
All Filings in UPS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,037,950 | 28,260 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,809,044 | 28,553 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,055,448 | 30,804 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,695,847 | 32,274 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,843,189 | 38,074 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,467,353 | 40,616 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,224,827 | 41,434 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,861,801 | 42,994 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,590,869 | 40,854 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,730,132 | 38,553 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,450,029 | 47,383 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,294,871 | 46,801 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,448,231 | 47,131 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,097,549 | 46,897 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,022,716 | 46,150 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,833,788 | 42,304 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $8,615,716 | 40,174 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,595,891 | 40,104 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $7,270,342 | 39,925 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $202,146 | 972 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||