Allegiance Financial Group Advisory Services LLC
Position in UPS — United Parcel Service Inc
CIK 1964068
VIENNA, VA
Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$341,097
+$6,901 QoQ
Shares Held
3,173
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,499
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026Allegiance Financial Group Advisory Services LLC holds $1,087,826 across 2 Integrated Freight & Logistics names. UPS ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
2,580 | $746,729 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
3,173 | $341,097 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,097 | 3,173 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $334,196 | 3,397 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $327,029 | 3,297 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||