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Patriot Financial Group Insurance Agency’s United Parcel Service UPS Stock Holding History

Patriot Financial Group Insurance Agency’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 		$288K Sell
2,682
-3,586
-57% -$373K 0.03% 397
2026
Q1 		$617K Buy
6,268
+3,157
+101% +$339K 0.03% 394
2025
Q4 		$309K Sell
3,111
-5,495
-64% -$514K 0.04% 381
2025
Q3 		$719K Buy
8,606
+748
+10% +$67.8K 0.09% 233
2025
Q2 		$793K Buy
7,858
+1,223
+18% +$120K 0.09% 244
2025
Q1 		$730K Buy
6,635
+1,051
+19% +$126K 0.1% 229
2024
Q4 		$704K Buy
5,584
+11
+0.2% +$1.45K 0.09% 227
2024
Q3 		$760K Sell
5,573
-1,101
-16% -$145K 0.1% 216
2024
Q2 		$913K Buy
6,674
+1,735
+35% +$248K 0.13% 173
2024
Q1 		$734K Buy
4,939
+40
+0.8% +$6.08K 0.12% 199
2023
Q4 		$770K Buy
4,899
+109
+2% +$16.5K 0.15% 165
2023
Q3 		$747K Buy
4,790
+381
+9% +$65.8K 0.15% 169
2023
Q2 		$790K Buy
4,409
+65
+1% +$11.5K 0.15% 164
2023
Q1 		$843K Buy
4,344
+292
+7% +$53.6K 0.17% 140
2022
Q4 		$704K Buy
4,052
+566
+16% +$98K 0.09% 153
2022
Q3 		$563K Buy
3,486
+26
+0.8% +$4.92K 0.14% 183
2022
Q2 		$632K Buy
3,460
+608
+21% +$111K 0.13% 169
2022
Q1 		$612K Sell
2,852
-100
-3% -$21.2K 0.11% 205
2021
Q4 		$633K Sell
2,952
-1,362
-32% -$277K 0.11% 199
2021
Q3 		$786K Buy
4,314
+390
+10% +$77K 0.14% 161
2021
Q2 		$816K Buy
3,924
+388
+11% +$77.6K 0.15% 153
2021
Q1 		$601K Buy
3,536
+495
+16% +$80.1K 0.14% 167
2020
Q4 		$512K Buy
3,041
+1,706
+128% +$288K 0.13% 175
2020
Q3 		$222K Buy
1,335
+71
+6% +$10.3K 0.07% 250
2020
Q2 		$140K Buy
1,264
+167
+15% +$16.7K 0.05% 284
2020
Q1 		$102K Buy
1,097
+185
+20% +$19.2K 0.05% 319
2019
Q4 		$107K Sell
912
-203
-18% -$24K 0.04% 332
2019
Q3 		$134K Sell
1,115
-339
-23% -$38.8K 0.06% 267
2019
Q2 		$148K Buy
1,454
+218
+18% +$22.7K 0.06% 234
2019
Q1 		$138K Buy
1,236
+7
+0.6% +$742 0.07% 214
2018
Q4 		$120K Sell
1,229
-165
-12% -$17.9K 0.08% 184
2018
Q3 		$163K Buy
1,394
+1,065
+324% +$125K 0.1% 143
2018
Q2 		$35K Sell
329
-1,050
-76% -$118K 0.04% 223
2018
Q1 		$143K Sell
1,379
-1,799
-57% -$208K 0.11% 169
2017
Q4 		$415K Buy
3,178
+2,914
+1,104% +$342K 0.31% 68
2017
Q3 		$31K Buy
264
+11
+4% +$1.25K 0.03% 330
2017
Q2 		$28K Hold
253
– – 0.03% 333
2017
Q1 		$27K Sell
253
-346
-58% -$37.8K 0.03% 308
2016
Q4 		$69K Buy
+599
New +$67.5K 0.09% 181

Other funds holding UPS

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 22.94% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UPS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its United Parcel Service (UPS) stake by 57% in Q2 2026, selling an estimated $373K and leaving 2,682 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #397.

Patriot Financial Group Insurance Agency first reported a position in UPS in Q4 2016 and has held it in 39 quarters since. The position peaked at $913K in Q2 2024. 1,136 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,682 shares of United Parcel Service worth $288K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,586 United Parcel Service shares in Q2 2026, an estimated $373K.
  • United Parcel Service made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #397 holding.
  • Patriot Financial Group Insurance Agency first reported a position in United Parcel Service in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's United Parcel Service position peaked at $913K in Q2 2024.
  • 1,136 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.