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Oakland Financial Corp’s United Parcel Service UPS Stock Holding History

Oakland Financial Corp’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 		$457K Hold
4,250
– – 10.12% 3
2026
Q1 		$418K Hold
4,250
– – 6.6% 5
2025
Q4 		$422K Hold
4,250
– – 6.98% 6
2025
Q3 		$355K Buy
4,250
+2,000
+89% +$181K 6.05% 6
2025
Q2 		$227K Hold
2,250
– – 4.27% 8
2025
Q1 		$247K Hold
2,250
– – 3.66% 11
2024
Q4 		$284K Buy
+2,250
New +$296K 3.25% 13

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

Oakland Financial Corp's UPS Position: Q2 2026 in Review

Oakland Financial Corp held its United Parcel Service (UPS) position steady in Q2 2026 at 4,250 shares worth $457K. The position accounts for 10.12% of the portfolio, ranked #3.

Oakland Financial Corp first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 1,246 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Oakland Financial Corp held 4,250 shares of United Parcel Service worth $457K as of Q2 2026.
  • Oakland Financial Corp left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 10.12% of Oakland Financial Corp's portfolio in Q2 2026, its #3 holding.
  • Oakland Financial Corp first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 1,246 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Oakland Financial Corp's 13F filing for Q2 2026, filed 3 Aug 2026.