BARNES PETTEY FINANCIAL ADVISORS, LLC
Position in UPS — United Parcel Service Inc
CIK 1908288
CLARKSDALE, MS
Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$291,432
+$66,437 QoQ
Shares Held
2,711
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,578
of 2,129 holders
Holding Since
Dec 2021
11 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, 2026BARNES PETTEY FINANCIAL ADVISORS, LLC holds $1,162,246 across 2 Integrated Freight & Logistics names. UPS ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
2,781 | $870,814 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,711 | $291,432 |
All Filings in UPS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,432 | 2,711 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $224,995 | 2,287 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $226,549 | 2,284 | Shares | Sole | 2026-01-30 | |
| 2025-06-30 | $221,765 | 2,197 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $241,208 | 2,193 | Shares | Sole | 2025-04-24 | |
| 2023-06-30 | $216,713 | 1,209 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $234,533 | 1,209 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $210,172 | 1,209 | Shares | Sole | 2023-02-22 | |
| 2022-06-30 | $220,690 | 1,209 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $259,282 | 1,209 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $259,137 | 1,209 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||