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NBC Securities’s United Parcel Service UPS Stock Holding History

NBC Securities’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
2025
Q4 		– Sell
-2
Closed -$2.82K – 2934
2025
Q3 		$2.82K Buy
+2
New +$181 ﹤0.01% 2350

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

NBC Securities's UPS Position: Q2 2026 in Review

NBC Securities increased its United Parcel Service (UPS) stake by 1.3% in Q2 2026, buying an estimated $9.56K and bringing the position to 6,919 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #389.

NBC Securities first reported a position in UPS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q3 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • NBC Securities held 6,919 shares of United Parcel Service worth $744K as of Q2 2026.
  • NBC Securities bought 92 United Parcel Service shares in Q2 2026, an estimated $9.56K.
  • United Parcel Service made up 0.05% of NBC Securities's portfolio in Q2 2026, its #389 holding.
  • NBC Securities first reported a position in United Parcel Service in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's United Parcel Service position peaked at $1.65M in Q3 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.