BOJHT
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Bank of Jackson Hole Trust’s United Parcel Service UPS Stock Holding History

Bank of Jackson Hole Trust’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
Q1 		$114K Buy
1,155
+20
+2% +$2.15K 0.06% 178
2025
Q4 		$113K Sell
1,135
-508
-31% -$47.5K 0.05% 173
2025
Q3 		$137K Sell
1,643
-1,161
-41% -$105K 0.07% 160
2025
Q2 		$283K Buy
2,804
+278
+11% +$27.4K 0.16% 118
2025
Q1 		$301K Buy
2,526
+125
+5% +$14.9K 0.19% 98
2024
Q4 		$303K Buy
+2,401
New +$316K 0.2% 96

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Jackson Hole Trust's UPS Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its United Parcel Service (UPS) stake by 1.8% in Q1 2026, buying an estimated $2.15K and bringing the position to 1,155 shares worth $114K. The position accounts for 0.06% of the portfolio, ranked #178.

Bank of Jackson Hole Trust first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $303K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bank of Jackson Hole Trust held 1,155 shares of United Parcel Service worth $114K as of Q1 2026.
  • Bank of Jackson Hole Trust bought 20 United Parcel Service shares in Q1 2026, an estimated $2.15K.
  • United Parcel Service made up 0.06% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #178 holding.
  • Bank of Jackson Hole Trust first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Bank of Jackson Hole Trust's United Parcel Service position peaked at $303K in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.