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CAPTRUST FINANCIAL ADVISORS: FDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on FDX, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 128,784 FDX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,784 shares
    Change vs previous 13F +1,819 shares

    0.06% of the 13F portfolio, value $40,326,017.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 126,965 shares
    Change vs previous 13F +2,371 shares

    0.08% of the 13F portfolio, value $45,219,534.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,594 shares
    Change vs previous 13F +3,006 shares

    0.07% of the 13F portfolio, value $35,990,225.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 121,588 shares
    Change vs previous 13F +7,908 shares

    0.06% of the 13F portfolio, value $28,671,664.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 113,680 shares
    Change vs previous 13F -1,975 shares

    0.06% of the 13F portfolio, value $25,840,623.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,655 shares
    Change vs previous 13F +790 shares

    0.07% of the 13F portfolio, value $28,194,407.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 114,865 shares
    Change vs previous 13F +8,061 shares

    0.09% of the 13F portfolio, value $32,315,101.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 106,804 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $29,229,983.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).