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Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Keystone Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
8,213
Value
$882.9K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UPS by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,213$882.9K0.1%−1,302−13.7%ReducedHolders
Q1 20269,515$953.7K0.1%−360−3.6%ReducedHolders
Q4 20259,875$979.5K0.1%+360+3.8%AddedHolders
Q3 20259,515$819.4K0.1%−1,070−10.1%ReducedHolders
Q2 202510,585$1.07M0.1%−753−6.6%ReducedHolders
Q1 202511,338$1.23M0.1%+585+5.4%AddedHolders
Q4 202410,753$1.33M0.1%+2,330+27.7%AddedHolders
Q3 20248,423$1.15M0.1%+379+4.7%AddedHolders
Q2 20248,044$1.10M0.4%−55−0.7%ReducedHolders
Q1 20248,099$1.20M0.2%+692+9.3%AddedHolders
Q4 20237,407$1.16M0.2%−224−2.9%ReducedHolders
Q3 20237,631$1.19M0.2%+37+0.5%AddedHolders
Q2 20237,594$1.36M0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20227,795$1.36M0.3%−847−9.8%ReducedHolders
Q3 20228,642$1.40M0.3%+128+1.5%AddedHolders
Q2 20228,514$1.55M0.3%−44−0.5%ReducedHolders
Q1 20228,558$1.83M0.3%−647−7.0%ReducedHolders
Q4 20219,205$1.97M0.3%+298+3.3%AddedHolders
Q3 20218,907$1.62M0.3%+40+0.5%AddedHolders
Q2 20218,867$1.84M0.3%−93−1.0%ReducedHolders
Q1 20218,960$1.52M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.