RFS
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Richardson Financial Services’s United Parcel Service UPS Stock Holding History

Richardson Financial Services’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 		$145K Sell
1,350
-10
-0.7% -$1.04K 0.08% 194
2026
Q1 		$134K Buy
1,360
+75
+6% +$8.04K 0.08% 192
2025
Q4 		$127K Sell
1,285
-1,015
-44% -$94.9K 0.04% 205
2025
Q3 		$192K Sell
2,300
-45
-2% -$4.08K 0.12% 149
2025
Q2 		$245K Buy
+2,345
New +$231K 0.16% 137

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richardson Financial Services's UPS Position: Q2 2026 in Review

Richardson Financial Services reduced its United Parcel Service (UPS) stake by 0.74% in Q2 2026, selling an estimated $1.04K and leaving 1,350 shares worth $145K. The position accounts for 0.08% of the portfolio, ranked #194.

Richardson Financial Services first reported a position in UPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $245K in Q2 2025. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Richardson Financial Services held 1,350 shares of United Parcel Service worth $145K as of Q2 2026.
  • Richardson Financial Services sold 10 United Parcel Service shares in Q2 2026, an estimated $1.04K.
  • United Parcel Service made up 0.08% of Richardson Financial Services's portfolio in Q2 2026, its #194 holding.
  • Richardson Financial Services first reported a position in United Parcel Service in Q2 2025 and has held it in 5 quarters since.
  • Richardson Financial Services's United Parcel Service position peaked at $245K in Q2 2025.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.