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

Bleakley 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
2024
Q3 		– Sell
-300
Closed -$1.19K – 1094
2024
Q2 		$1.19K Buy
+300
New +$43K ﹤0.01% 1016

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bleakley Financial Group's UPS Position: Q1 2026 in Review

Bleakley Financial Group increased its United Parcel Service (UPS) stake by 12% in Q1 2026, buying an estimated $296K and bringing the position to 26,299 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #339.

Bleakley Financial Group first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.53M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bleakley Financial Group held 26,299 shares of United Parcel Service worth $2.59M as of Q1 2026.
  • Bleakley Financial Group bought 2,760 United Parcel Service shares in Q1 2026, an estimated $296K.
  • United Parcel Service made up 0.04% of Bleakley Financial Group's portfolio in Q1 2026, its #339 holding.
  • Bleakley Financial Group first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • Bleakley Financial Group's United Parcel Service position peaked at $8.53M in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.