CF
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Convergence Financial’s United Parcel Service UPS Stock Holding History

Convergence Financial’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 		$391K Buy
3,637
+181
+5% +$18.8K 0.03% 192
2026
Q1 		$340K Buy
+3,456
New +$371K 0.04% 176
2025
Q1 		– Sell
-1,728
Closed -$218K – 181
2024
Q4 		$218K Buy
1,728
+88
+5% +$11.6K 0.04% 152
2024
Q3 		$224K Sell
1,640
-1,145
-41% -$150K 0.05% 149
2024
Q2 		$381K Buy
+2,785
New +$399K 0.1% 107

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Financial's UPS Position: Q2 2026 in Review

Convergence Financial increased its United Parcel Service (UPS) stake by 5.2% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,637 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #192.

Convergence Financial first reported a position in UPS in Q2 2024 and has held it in 5 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Convergence Financial held 3,637 shares of United Parcel Service worth $391K as of Q2 2026.
  • Convergence Financial bought 181 United Parcel Service shares in Q2 2026, an estimated $18.8K.
  • United Parcel Service made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #192 holding.
  • Convergence Financial first reported a position in United Parcel Service in Q2 2024 and has held it in 5 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.