Position in UPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,454,190
+$1,474,687 QoQ
Shares Held
32,132
+59.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#563
of 2,129 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Fiduciary Alliance LLC holds $6,981,221 across 3 Integrated Freight & Logistics names. UPS ranks #1 (49.5% of the industry book) .
All Filings in UPS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,454,190 | 32,132 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,979,503 | 20,121 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,555,993 | 15,687 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $681,855 | 8,163 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $340,369 | 3,372 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $311,051 | 2,828 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $325,338 | 2,580 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $71,879 | 401 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $49,022 | 282 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||