Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$229,942
+$2,881 QoQ
Shares Held
2,139
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,711
of 2,129 holders
Holding Since
Mar 2025
6 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, 2026BIRCH FINANCIAL GROUP, LLC holds $463,223 across 2 Integrated Freight & Logistics names. UPS ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
745 | $233,281 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
2,139 | $229,942 |
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,942 | 2,139 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $227,061 | 2,308 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $239,147 | 2,411 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $211,748 | 2,535 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $286,164 | 2,835 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $301,702 | 2,743 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||