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Jefferies Financial Group’s United Parcel Service UPS Stock Holding History

Jefferies 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
2026
Q2 		$594K Buy
+5,527
New +$575K ﹤0.01% 1199
2026
Q1 		– Sell
-8,723
Closed -$865K – 2217
2025
Q4 		$865K Buy
+8,723
New +$816K ﹤0.01% 1143
2025
Q3 		– Sell
-5,668
Closed -$572K – 1693
2025
Q2 		$572K Sell
5,668
-8,839
-61% -$870K ﹤0.01% 872
2025
Q1 		$1.6M Buy
14,507
+5,935
+69% +$710K 0.01% 644
2024
Q4 		$1.08M Sell
8,572
-37,529
-81% -$4.94M 0.01% 855
2024
Q3 		$6.29M Buy
46,101
+35,842
+349% +$4.71M 0.04% 262
2024
Q2 		$1.4M Sell
10,259
-10,498
-51% -$1.5M 0.01% 648
2024
Q1 		$3.09M Buy
20,757
+19,057
+1,121% +$2.9M 0.03% 442
2023
Q4 		$267K Sell
1,700
-84,103
-98% -$12.7M ﹤0.01% 1401
2023
Q3 		$13.4M Buy
85,803
+84,703
+7,700% +$14.6M 0.12% 130
2023
Q2 		$197K Sell
1,100
-19,686
-95% -$3.5M ﹤0.01% 1435
2023
Q1 		$4.03M Buy
20,786
+15,826
+319% +$2.9M 0.03% 429
2022
Q4 		$862K Buy
+4,960
New +$859K 0.01% 910

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

Jefferies Financial Group's UPS Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in United Parcel Service (UPS) in Q2 2026: 5,527 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in UPS as recently as Q4 2025.

Jefferies Financial Group first reported a position in UPS in Q4 2022 and has held it in 13 quarters since. The position peaked at $13.4M in Q3 2023. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Jefferies Financial Group held 5,527 shares of United Parcel Service worth $594K as of Q2 2026.
  • United Parcel Service was a new Jefferies Financial Group position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1199 holding.
  • Jefferies Financial Group first reported a position in United Parcel Service in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's United Parcel Service position peaked at $13.4M in Q3 2023.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.