United Parcel Service shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in United Parcel Service
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All positions including United Parcel Service held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 79k | 83.53 |
| 2025-06-30 | $2.2M | 22k | 100.94 |
| 2025-03-31 | $2.2M | 20k | 109.99 |
| 2024-12-31 | $2.5M | 20k | 126.10 |
| 2024-09-30 | $2.4M | 18k | 136.34 |
| 2024-06-30 | $1.3M | 9.8k | 136.85 |
| 2024-03-31 | $990k | 6.7k | 148.62 |
| 2023-12-31 | $1.1M | 6.9k | 157.23 |
More positions owned by Pensionmark Financial Group
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