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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in UPS — United Parcel Service Inc

CIK 927971 TORONTO, A6
Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$86,948,256
+$15,231,601 QoQ
Shares Held
808,821
+11.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#83
of 2,139 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Derivatives in UPS

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$1,967,600
PutShares
20,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $305,133,731 across 11 Integrated Freight & Logistics names. UPS ranks #2 (28.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FDX
Fedex Corp
 312,868 $97,968,351
2 UPS
United Parcel Service Inc
This page 		808,821 $86,948,256
3 CHRW
C. H. Robinson Worldwide, Inc.
 174,685 $32,900,169
4 JBHT
Hunt J B Transport Services Inc
 82,125 $23,769,435
5 EXPD
Expeditors International Of Washington Inc
 142,479 $23,221,224
6 PBI
Pitney Bowes Inc /De/
 1,129,907 $19,795,969
7 FDXF
FedEx Freight Holding Company, Inc.
 119,945 $18,111,695
8 LSTR
Landstar System Inc
 5,885 $1,217,074

All Filings in UPS

Export CSV
35 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $86,948,256 808,821
2026-03-31 $1,967,600 20,000
2026-03-31 $71,716,655 728,976
2025-12-31 $9,919,000 100,000
2025-12-31 $86,369,193 870,745
2025-12-31 $1,983,800 20,000
2025-09-30 $73,797,329 883,483
2025-09-30 $1,670,600 20,000
2025-09-30 $58,471 700
2025-06-30 $79,431,196 786,915
2025-06-30 $2,018,800 20,000
2025-03-31 $96,117,178 873,872
2024-12-31 $129,908,216 1,030,200
2024-09-30 $151,501,004 1,111,200
2024-06-30 $182,169,241 1,331,160
2024-03-31 $151,539,875 1,019,578
2023-12-31 $170,836,051 1,086,536
2023-09-30 $137,187,574 880,141
2023-06-30 $153,823,744 858,152
2023-03-31 $148,704,389 766,557
2022-12-31 $145,311,635 835,893
2022-09-30 $115,833,062 717,055
2022-06-30 $142,454,943 780,404
2022-03-31 $127,279,434 593,488
2021-12-31 $149,544,800 697,699
2021-09-30 $176,366,212 968,513
2021-09-30 $12,929,100 71,000
2021-06-30 $187,981,583 903,888
2021-03-31 $129,578,614 762,272
2020-12-31 $6,736,000 40,000
2020-12-31 $153,654,557 912,438
2020-09-30 $122,771,479 736,791
2020-06-30 $86,424,545 777,339
2020-03-31 $138,751,771 1,485,247
2020-03-31 $5,231,520 56,000