AIFS
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A&I Financial Services’s United Parcel Service UPS Stock Holding History

A&I Financial Services’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$720K Buy
7,707
+77
+1% +$8.08K 0.3% 38
2026
Q2 		$820K Buy
+7,630
New +$793K 0.36% 39

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

A&I Financial Services's UPS Position: Q3 2026 in Review

A&I Financial Services increased its United Parcel Service (UPS) stake by 1% in Q3 2026, buying an estimated $8.08K and bringing the position to 7,707 shares worth $720K. The position accounts for 0.3% of the portfolio, ranked #38.

A&I Financial Services first reported a position in UPS in Q2 2026 and has held it in 2 quarters since. The position peaked at $820K in Q2 2026. 270 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • A&I Financial Services held 7,707 shares of United Parcel Service worth $720K as of Q3 2026.
  • A&I Financial Services bought 77 United Parcel Service shares in Q3 2026, an estimated $8.08K.
  • United Parcel Service made up 0.3% of A&I Financial Services's portfolio in Q3 2026, its #38 holding.
  • A&I Financial Services first reported a position in United Parcel Service in Q2 2026 and has held it in 2 quarters since.
  • A&I Financial Services's United Parcel Service position peaked at $820K in Q2 2026.
  • 270 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.