SFG
UPS icon

Southern Financial Group’s United Parcel Service UPS Stock Holding History

Southern Financial Group’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 		$253K Sell
2,349
-258
-10% -$26.8K 0.06% 78
2026
Q1 		$257K Buy
2,607
+69
+3% +$7.4K 0.07% 71
2025
Q4 		$252K Buy
+2,538
New +$237K 0.07% 69

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 22.96% 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
SPC
Spirepoint Private Client Vero Beach, Florida $1.23B AUM 30.73% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Southern Financial Group's UPS Position: Q2 2026 in Review

Southern Financial Group reduced its United Parcel Service (UPS) stake by 9.9% in Q2 2026, selling an estimated $26.8K and leaving 2,349 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #78.

Southern Financial Group first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q1 2026. 1,178 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Southern Financial Group held 2,349 shares of United Parcel Service worth $253K as of Q2 2026.
  • Southern Financial Group sold 258 United Parcel Service shares in Q2 2026, an estimated $26.8K.
  • United Parcel Service made up 0.06% of Southern Financial Group's portfolio in Q2 2026, its #78 holding.
  • Southern Financial Group first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's United Parcel Service position peaked at $257K in Q1 2026.
  • 1,178 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.