Position in UPS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,163,802
+$1,951,630 QoQ
Shares Held
94,547
+13.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#104
of 1,174 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026STEPHENS INC /AR/ holds $62,336,784 across 7 Integrated Freight & Logistics names. UPS ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
108,394 | $31,372,475 | |
| 2 | FDX |
Fedex Corp
|
46,566 | $14,581,211 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
94,547 | $10,163,802 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
24,158 | $3,647,858 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
10,663 | $1,737,855 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,940 | $553,719 | |
| 7 | GXO |
GXO Logistics, Inc.
|
5,520 | $279,864 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,163,802 | 94,547 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $8,212,172 | 83,474 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $7,522,172 | 75,836 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $7,621,861 | 91,247 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $9,121,745 | 90,368 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $8,274,877 | 75,233 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $9,489,025 | 75,250 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $16,754,549 | 122,888 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $21,027,139 | 153,651 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $21,955,772 | 147,721 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,255,311 | 128,826 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $22,106,886 | 141,829 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,608,874 | 137,288 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,899,798 | 133,511 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,400,153 | 128,855 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,434,783 | 114,119 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $20,001,637 | 109,574 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $21,539,504 | 100,436 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $24,568,722 | 114,625 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $22,498,637 | 123,551 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $26,116,248 | 125,577 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $21,552,862 | 126,789 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $20,905,849 | 124,144 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $23,943,897 | 143,695 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,083,602 | 171,646 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $16,331,777 | 174,821 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||