NFG
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Nations Financial Group’s United Parcel Service UPS Stock Holding History

Nations 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 		$802K Buy
7,456
+1,074
+17% +$112K 0.04% 438
2026
Q1 		$628K Buy
6,382
+656
+11% +$70.4K 0.03% 491
2025
Q4 		$568K Buy
5,726
+1,968
+52% +$184K 0.03% 489
2025
Q3 		$314K Sell
3,758
-709
-16% -$64.2K 0.02% 591
2025
Q2 		$451K Sell
4,467
-2,677
-37% -$263K 0.03% 480
2025
Q1 		$786K Sell
7,144
-306
-4% -$36.6K 0.06% 322
2024
Q4 		$940K Sell
7,450
-116
-2% -$15.3K 0.07% 291
2024
Q3 		$1.03M Buy
7,566
+333
+5% +$43.7K 0.07% 273
2024
Q2 		$990K Buy
7,233
+68
+0.9% +$9.74K 0.08% 262
2024
Q1 		$1.07M Buy
7,165
+238
+3% +$36.2K 0.09% 248
2023
Q4 		$1.09M Sell
6,927
-485
-7% -$73.3K 0.1% 235
2023
Q3 		$1.16M Sell
7,412
-136
-2% -$23.5K 0.12% 206
2023
Q2 		$1.35M Sell
7,548
-225
-3% -$39.9K 0.13% 184
2023
Q1 		$1.51M Buy
7,773
+1,321
+20% +$242K 0.16% 158
2022
Q4 		$1.12M Buy
6,452
+2,194
+52% +$380K 0.13% 203
2022
Q3 		$688K Sell
4,258
-650
-13% -$123K 0.1% 223
2022
Q2 		$896K Buy
4,908
+1,049
+27% +$191K 0.12% 204
2022
Q1 		$828K Buy
3,859
+386
+11% +$82K 0.1% 222
2021
Q4 		$745K Buy
3,473
+926
+36% +$188K 0.1% 222
2021
Q3 		$464K Sell
2,547
-200
-7% -$39.5K 0.07% 270
2021
Q2 		$571K Buy
2,747
+17
+0.6% +$3.4K 0.1% 237
2021
Q1 		$464K Buy
2,730
+68
+3% +$11K 0.11% 227
2020
Q4 		$448K Sell
2,662
-234
-8% -$39.5K 0.12% 210
2020
Q3 		$483K Sell
2,896
-4,211
-59% -$613K 0.15% 177
2020
Q2 		$790K Buy
7,107
+200
+3% +$20K 0.28% 108
2020
Q1 		$645K Sell
6,907
-402
-6% -$41.6K 0.28% 110
2019
Q4 		$856K Buy
7,309
+583
+9% +$69K 0.3% 103
2019
Q3 		$775K Buy
6,726
+160
+2% +$18.3K 0.28% 112
2019
Q2 		$678K Sell
6,566
-199
-3% -$20.7K 0.45% 62
2019
Q1 		$756K Buy
6,765
+325
+5% +$34.5K 0.52% 55
2018
Q4 		$628K Buy
6,440
+256
+4% +$27.8K 0.5% 60
2018
Q3 		$722K Buy
6,184
+60
+1% +$7.06K 0.52% 55
2018
Q2 		$651K Buy
6,124
+327
+6% +$36.7K 0.54% 52
2018
Q1 		$607K Buy
5,797
+115
+2% +$13.3K 0.55% 51
2017
Q4 		$677K Buy
5,682
+63
+1% +$7.4K 0.62% 47
2017
Q3 		$675K Sell
5,619
-1
-0% -$114 0.66% 43
2017
Q2 		$621K Buy
+5,620
New +$601K 0.51% 55

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Nations Financial Group increased its United Parcel Service (UPS) stake by 17% in Q2 2026, buying an estimated $112K and bringing the position to 7,456 shares worth $802K. The position accounts for 0.04% of the portfolio, ranked #438.

Nations Financial Group first reported a position in UPS in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.51M in Q1 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Nations Financial Group held 7,456 shares of United Parcel Service worth $802K as of Q2 2026.
  • Nations Financial Group bought 1,074 United Parcel Service shares in Q2 2026, an estimated $112K.
  • United Parcel Service made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #438 holding.
  • Nations Financial Group first reported a position in United Parcel Service in Q2 2017 and has held it in 37 quarters since.
  • Nations Financial Group's United Parcel Service position peaked at $1.51M in Q1 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.