Sovereign Financial Group, Inc.
Position in UPS — United Parcel Service Inc
CIK 1846175
STAMFORD, CT
Position in UPS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,369,192
+$195,191 QoQ
Shares Held
22,039
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#696
of 2,129 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $2,369,192 across 1 Integrated Freight & Logistics name. UPS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
22,039 | $2,369,192 |
All Filings in UPS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,369,192 | 22,039 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,174,001 | 22,098 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,191,305 | 22,092 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,841,168 | 22,042 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,217,550 | 21,969 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,416,700 | 21,972 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,787,440 | 22,105 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,044,608 | 22,331 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,064,618 | 22,394 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,344,175 | 22,500 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,626,195 | 23,063 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,653,592 | 23,440 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,577,328 | 25,536 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,312,222 | 27,384 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,933,579 | 28,380 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,479,827 | 27,732 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,055,810 | 27,697 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,152,214 | 28,687 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,384,116 | 29,785 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,475,747 | 30,070 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,682,123 | 41,747 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,096,572 | 41,747 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,687,454 | 21,897 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||