First Pacific Financial’s United Parcel Service UPS Stock Holding History

First Pacific 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	$2.95M	Sell	27,414 -85	-0.3%	-$8.84K	0.35%	47
2026 Q1	$2.71M	Buy	27,499 +257	+0.9%	+$27.6K	0.35%	49
2025 Q4	$2.7M	Sell	27,242 -988	-3%	-$92.4K	0.35%	48
2025 Q3	$2.36M	Buy	28,230 +3,122	+12%	+$283K	0.33%	50
2025 Q2	$2.53M	Buy	25,108 +24,522	+4,185%	+$2.41M	0.37%	47
2025 Q1	$64.4K	Buy	586 +1	+0.2%	+$120	0.01%	186
2024 Q4	$73.7K	Sell	585 -257	-31%	-$33.8K	0.02%	192
2024 Q3	$115K	Buy	842 +1	+0.1%	+$131	0.03%	156
2024 Q2	$115K	Sell	841 -3	-0.4%	-$430	0.03%	138
2024 Q1	$125K	Buy	844 +4	+0.5%	+$608	0.04%	132
2023 Q4	$132K	Sell	840 -50	-6%	-$7.56K	0.04%	124
2023 Q3	$139K	Buy	890 +72	+9%	+$12.4K	0.06%	111
2023 Q2	$147K	Buy	+818	New	+$145K	0.06%	111

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

First Pacific Financial's UPS Position: Q2 2026 in Review

First Pacific Financial reduced its United Parcel Service (UPS) stake by 0.31% in Q2 2026, selling an estimated $8.84K and leaving 27,414 shares worth $2.95M. The position accounts for 0.35% of the portfolio, ranked #47.

First Pacific Financial first reported a position in UPS in Q2 2023 and has held it in 13 quarters since. 820 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

First Pacific Financial held 27,414 shares of United Parcel Service worth $2.95M as of Q2 2026.
First Pacific Financial sold 85 United Parcel Service shares in Q2 2026, an estimated $8.84K.
United Parcel Service made up 0.35% of First Pacific Financial's portfolio in Q2 2026, its #47 holding.
First Pacific Financial first reported a position in United Parcel Service in Q2 2023 and has held it in 13 quarters since.
820 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.