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BFC Planning, Inc.’s United Parcel Service UPS Stock Holding History

BFC Planning, Inc.’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 		$3.15M Buy
29,341
+1,577
+6% +$164K 0.13% 170
2026
Q1 		$2.73M Buy
27,764
+10,543
+61% +$1.13M 0.12% 169
2025
Q4 		$1.71M Buy
17,221
+12,137
+239% +$1.14M 0.08% 252
2025
Q3 		$425K Sell
5,084
-652
-11% -$59.1K 0.03% 428
2025
Q2 		$579K Sell
5,736
-230
-4% -$22.6K 0.05% 325
2025
Q1 		$656K Buy
5,966
+38
+0.6% +$4.54K 0.06% 281
2024
Q4 		$748K Buy
+5,928
New +$780K 0.06% 256

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s UPS Position: Q2 2026 in Review

BFC Planning, Inc. increased its United Parcel Service (UPS) stake by 5.7% in Q2 2026, buying an estimated $164K and bringing the position to 29,341 shares worth $3.15M. The position accounts for 0.13% of the portfolio, ranked #170.

BFC Planning, Inc. first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,153 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BFC Planning, Inc. held 29,341 shares of United Parcel Service worth $3.15M as of Q2 2026.
  • BFC Planning, Inc. bought 1,577 United Parcel Service shares in Q2 2026, an estimated $164K.
  • United Parcel Service made up 0.13% of BFC Planning, Inc.'s portfolio in Q2 2026, its #170 holding.
  • BFC Planning, Inc. first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,153 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.