Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$401,727
+$53,364 QoQ
Shares Held
3,737
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,416
of 2,129 holders
Holding Since
Mar 2025
5 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, 2026SYM FINANCIAL Corp holds $2,137,535 across 3 Integrated Freight & Logistics names. UPS ranks #3 (18.8% of the industry book) .
All Filings in UPS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,727 | 3,737 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $348,363 | 3,541 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $357,679 | 3,606 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $333,303 | 3,302 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $241,978 | 2,200 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||