BFG
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Beacon Financial Group’s United Parcel Service UPS Stock Holding History

Beacon Financial Group’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
Q2 		$1.32M Buy
12,305
+23
+0.2% +$2.39K 0.12% 154
2026
Q1 		$1.21M Sell
12,282
-10,866
-47% -$1.17M 0.12% 155
2025
Q4 		$2.3M Sell
23,148
-1,469
-6% -$137K 0.23% 102
2025
Q3 		$2.06M Sell
24,617
-999
-4% -$90.5K 0.2% 114
2025
Q2 		$2.59M Sell
25,616
-1,847
-7% -$182K 0.27% 95
2025
Q1 		$3.02M Sell
27,463
-596
-2% -$71.3K 0.33% 79
2024
Q4 		$3.54M Buy
28,059
+327
+1% +$43K 0.38% 67
2024
Q3 		$3.78M Sell
27,732
-64
-0.2% -$8.4K 0.41% 62
2024
Q2 		$3.8M Sell
27,796
-700
-2% -$100K 0.43% 62
2024
Q1 		$4.24M Sell
28,496
-572
-2% -$86.9K 0.49% 58
2023
Q4 		$4.57M Sell
29,068
-556
-2% -$84.1K 0.56% 48
2023
Q3 		$5.02M Sell
29,624
-5,003
-14% -$864K 0.71% 36
2023
Q2 		$6.1M Sell
34,627
-9,385
-21% -$1.67M 0.83% 33
2023
Q1 		$8.37M Sell
44,012
-432
-1% -$79.2K 1.17% 20
2022
Q4 		$7.78M Sell
44,444
-168
-0.4% -$29.1K 1.06% 22
2022
Q3 		$7.38M Sell
44,612
-15
-0% -$2.84K 1.15% 21
2022
Q2 		$8.18M Sell
44,627
-628
-1% -$115K 1.22% 18
2022
Q1 		$9.86M Sell
45,255
-160
-0.4% -$34K 1.31% 16
2021
Q4 		$9.7M Sell
45,415
-78
-0.2% -$15.9K 1.26% 17
2021
Q3 		$8.4M Buy
45,493
+7
+0% +$1.38K 1.13% 21
2021
Q2 		$9.66M Sell
45,486
-13,711
-23% -$2.74M 1.37% 14
2021
Q1 		$9.74M Hold
59,197
– – 1.52% 12
2020
Q4 		$9.74M Sell
59,197
-305
-0.5% -$51.5K 1.52% 12
2020
Q3 		$9.91M Sell
59,502
-9,320
-14% -$1.36M 1.77% 11
2020
Q2 		$7.54M Buy
68,822
+185
+0.3% +$18.5K 1.45% 11
2020
Q1 		$6.71M Sell
68,637
-794
-1% -$82.3K 1.48% 14
2019
Q4 		$8.13M Buy
69,431
+530
+0.8% +$62.7K 1.02% 18
2019
Q3 		$8.2M Sell
68,901
-584
-0.8% -$66.8K 1.4% 18
2019
Q2 		$7.18M Sell
69,485
-397
-0.6% -$41.3K 1.22% 22
2019
Q1 		$7.81K Sell
69,882
-2,470
-3% -$262K 1.28% 20
2018
Q4 		$6.98M Buy
72,352
+161
+0.2% +$17.5K 1.31% 21
2018
Q3 		$8.43M Sell
72,191
-1,851
-2% -$218K 1.42% 16
2018
Q2 		$7.87M Sell
74,042
-468
-0.6% -$52.6K 1.33% 23
2018
Q1 		$7.8M Sell
74,510
-2,400
-3% -$277K 1.33% 22
2017
Q4 		$9.16M Sell
76,910
-3,681
-5% -$433K 1.6% 17
2017
Q3 		$9.68M Buy
80,591
+293
+0.4% +$33.3K 1.75% 14
2017
Q2 		$8.81M Buy
80,298
+689
+0.9% +$73.6K 1.67% 18
2017
Q1 		$8.49M Buy
79,609
+942
+1% +$103K 1.62% 22
2016
Q4 		$9.02M Sell
78,667
-518
-0.7% -$58.4K 1.83% 16
2016
Q3 		$8.57M Sell
79,185
-290
-0.4% -$31.7K 1.8% 20
2016
Q2 		$8.45M Buy
79,475
+358
+0.5% +$37.3K 1.85% 22
2016
Q1 		$8.37M Sell
79,117
-965
-1% -$93.8K 1.81% 18
2015
Q4 		$7.78M Sell
80,082
-3,379
-4% -$345K 1.79% 19
2015
Q3 		$8.19M Buy
83,461
+30,430
+57% +$3.01M 2% 12
2015
Q2 		$5.16M Sell
53,031
-3,452
-6% -$343K 1.12% 29
2015
Q1 		$5.5M Sell
56,483
-623
-1% -$63.9K 1.22% 28
2014
Q4 		$6.4M Buy
57,106
+385
+0.7% +$40.6K 1.33% 21
2014
Q3 		$5.52M Sell
56,721
-3,032
-5% -$301K 1.2% 26
2014
Q2 		$5.82M Hold
59,753
– – 1.29% 22
2014
Q1 		$5.82M Buy
59,753
+5,404
+10% +$527K 1.2% 20
2013
Q4 		$5.7M Sell
54,349
-3,130
-5% -$308K 1.1% 20
2013
Q3 		$5.25M Buy
+57,479
New +$5.05M 1.13% 16

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beacon Financial Group's UPS Position: Q2 2026 in Review

Beacon Financial Group increased its United Parcel Service (UPS) stake by 0.19% in Q2 2026, buying an estimated $2.39K and bringing the position to 12,305 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #154.

Beacon Financial Group first reported a position in UPS in Q3 2013 and has held it in 52 quarters since. The position peaked at $9.91M in Q3 2020. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Beacon Financial Group held 12,305 shares of United Parcel Service worth $1.32M as of Q2 2026.
  • Beacon Financial Group bought 23 United Parcel Service shares in Q2 2026, an estimated $2.39K.
  • United Parcel Service made up 0.12% of Beacon Financial Group's portfolio in Q2 2026, its #154 holding.
  • Beacon Financial Group first reported a position in United Parcel Service in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's United Parcel Service position peaked at $9.91M in Q3 2020.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.