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
Q2 		– Sell
-1,155
Closed -$114K – 432
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Jackson Hole Trust's UPS Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 1,155 shares — an estimated $114K sold.

Bank of Jackson Hole Trust first reported a position in UPS in Q4 2024 and held it in 6 quarters. The position peaked at $303K in Q4 2024. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 1,155 United Parcel Service shares in Q2 2026, an estimated $114K.
  • Bank of Jackson Hole Trust first reported a position in United Parcel Service in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's United Parcel Service position peaked at $303K in Q4 2024.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.