Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$55,900
+$5,628 QoQ
Shares Held
520
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,889
of 2,129 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $193,302 across 7 Integrated Freight & Logistics names. UPS ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPD |
Expeditors International Of Washington Inc
|
744 | $121,257 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
520 | $55,900 | |
| 3 | FDX |
Fedex Corp
|
33 | $10,333 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
13 | $2,448 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
16 | $2,416 | |
| 6 | GXO |
GXO Logistics, Inc.
|
13 | $659 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
1 | $289 |
All Filings in UPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,900 | 520 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $50,272 | 511 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $51,281 | 517 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $43,769 | 524 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $53,901 | 534 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $59,284 | 539 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $68,472 | 543 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $74,032 | 543 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $79,646 | 582 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $82,341 | 554 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $86,476 | 550 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $83,858 | 538 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $96,615 | 539 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $112,514 | 580 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $99,262 | 571 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $91,593 | 567 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $103,500 | 567 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $121,598 | 567 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $121,530 | 567 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $95,966 | 527 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $109,600 | 527 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $89,584 | 527 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $88,746 | 527 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $121,140 | 727 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||