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BankPlus Trust Department’s United Parcel Service UPS Stock Holding History

BankPlus Trust Department’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 		$47.9K Hold
446
– – 0.01% 275
2026
Q1 		$43.9K Sell
446
-82
-16% -$8.79K 0.01% 269
2025
Q4 		$52.4K Sell
528
-389
-42% -$36.4K 0.01% 249
2025
Q3 		$76.6K Sell
917
-138
-13% -$12.5K 0.02% 224
2025
Q2 		$106K Sell
1,055
-83
-7% -$8.17K 0.03% 188
2025
Q1 		$125K Sell
1,138
-5,402
-83% -$646K 0.04% 169
2024
Q4 		$825K Buy
+6,540
New +$861K 0.27% 78

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 $3.37T AUM 44.26% 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

BankPlus Trust Department's UPS Position: Q2 2026 in Review

BankPlus Trust Department held its United Parcel Service (UPS) position steady in Q2 2026 at 446 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #275.

BankPlus Trust Department first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $825K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BankPlus Trust Department held 446 shares of United Parcel Service worth $47.9K as of Q2 2026.
  • BankPlus Trust Department left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #275 holding.
  • BankPlus Trust Department first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's United Parcel Service position peaked at $825K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.