Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$361,845
+$28,239 QoQ
Shares Held
3,366
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,472
of 2,136 holders
Holding Since
Dec 2021
15 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, 2026Symphony Financial, Ltd. Co. holds $1,051,505 across 3 Integrated Freight & Logistics names. UPS ranks #2 (34.4% of the industry book) .
All Filings in UPS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,845 | 3,366 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $333,606 | 3,391 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $332,980 | 3,357 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $957,420 | 11,462 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,214,611 | 12,033 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $736,273 | 6,694 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $795,438 | 6,308 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $615,984 | 4,518 | Shares | Sole | 2024-10-21 | |
| 2023-06-30 | $224,958 | 1,255 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $247,725 | 1,277 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $225,992 | 1,300 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $264,925 | 1,640 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $293,341 | 1,607 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $342,921 | 1,599 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $248,848 | 1,161 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||