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
-138,600
Closed -$21.6M – 2014
2023
Q3 		$21.6M Buy
138,600
+32,400
+31% +$5.59M 0.19% 77
2023
Q2 		$19M Buy
+106,200
New +$18.9M 0.17% 106

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jefferies Financial Group's UPS Position: Q1 2026 in Review

Jefferies Financial Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 8,723 shares — an estimated $865K sold.

Jefferies Financial Group first reported a position in UPS in Q4 2022 and held it in 12 quarters. The position peaked at $13.4M in Q3 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Jefferies Financial Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 8,723 United Parcel Service shares in Q1 2026, an estimated $865K.
  • Jefferies Financial Group first reported a position in United Parcel Service in Q4 2022 and held it in 12 quarters.
  • Jefferies Financial Group's United Parcel Service position peaked at $13.4M in Q3 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.