Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,819,477
+$765,467 QoQ
Shares Held
63,437
+3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#388
of 2,129 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $9,112,352 across 4 Integrated Freight & Logistics names. UPS ranks #1 (74.8% of the industry book) .
All Filings in UPS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,819,477 | 63,437 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,054,010 | 61,537 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,077,470 | 61,271 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,713,764 | 56,432 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,969,881 | 49,236 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,428,996 | 49,359 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,039,811 | 47,897 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,843,044 | 13,518 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,648,358 | 12,045 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,624,525 | 10,930 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,088,188 | 6,921 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,115,093 | 7,154 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,321,610 | 7,373 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,410,501 | 7,271 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||