PC
UPS icon

PCB Capital’s United Parcel Service UPS Stock Holding History

PCB 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 		$1.2M Buy
11,125
+1,083
+11% +$113K 1.46% 18
2026
Q1 		$988K Sell
10,042
-315
-3% -$33.8K 1.56% 21
2025
Q4 		$1.03M Buy
+10,357
New +$969K 1.65% 20

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

PCB Capital's UPS Position: Q2 2026 in Review

PCB Capital increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $113K and bringing the position to 11,125 shares worth $1.2M. The position accounts for 1.46% of the portfolio, ranked #18.

PCB Capital first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • PCB Capital held 11,125 shares of United Parcel Service worth $1.2M as of Q2 2026.
  • PCB Capital bought 1,083 United Parcel Service shares in Q2 2026, an estimated $113K.
  • United Parcel Service made up 1.46% of PCB Capital's portfolio in Q2 2026, its #18 holding.
  • PCB Capital first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 676 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on PCB Capital's 13F filing for Q2 2026, filed 20 Jul 2026.