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Jefferson Bridge Capital’s United Parcel Service UPS Stock Holding History

Jefferson Bridge Capital’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 		– Sell
-5,685
Closed -$559K – 54
2026
Q1 		$559K Hold
5,685
– – 0.56% 46
2025
Q4 		$564K Buy
+5,685
New +$532K 0.57% 45

Other funds holding UPS

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Jefferson Bridge Capital's UPS Position: Q2 2026 in Review

Jefferson Bridge Capital sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 5,685 shares — an estimated $559K sold.

Jefferson Bridge Capital first reported a position in UPS in Q4 2025 and held it in 2 quarters. The position peaked at $564K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Jefferson Bridge Capital reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Jefferson Bridge Capital sold 5,685 United Parcel Service shares in Q2 2026, an estimated $559K.
  • Jefferson Bridge Capital first reported a position in United Parcel Service in Q4 2025 and held it in 2 quarters.
  • Jefferson Bridge Capital's United Parcel Service position peaked at $564K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.