JCFM
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JBR Co Financial Management’s United Parcel Service UPS Stock Holding History

JBR Co Financial Management’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
2025
Q3 		– Sell
-2,175
Closed -$220K – 122
2025
Q2 		$220K Sell
2,175
-483
-18% -$47.5K 0.11% 108
2025
Q1 		$292K Buy
+2,658
New +$318K 0.17% 92

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JBR Co Financial Management's UPS Position: Q3 2025 in Review

JBR Co Financial Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,175 shares — an estimated $220K sold.

JBR Co Financial Management first reported a position in UPS in Q1 2025 and held it in 2 quarters. The position peaked at $292K in Q1 2025. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • JBR Co Financial Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • JBR Co Financial Management sold 2,175 United Parcel Service shares in Q3 2025, an estimated $220K.
  • JBR Co Financial Management first reported a position in United Parcel Service in Q1 2025 and held it in 2 quarters.
  • JBR Co Financial Management's United Parcel Service position peaked at $292K in Q1 2025.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on JBR Co Financial Management's 13F filing for Q3 2025, filed 14 Oct 2025.