JFG
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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
2023
Q4 		– Sell
-84,800
Closed -$13.2M – 2013
2023
Q3 		$13.2M Buy
84,800
+55,900
+193% +$9.65M 0.12% 131
2023
Q2 		$5.18M Buy
+28,900
New +$5.13M 0.05% 350

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.