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Chancellor Financial Group WB’s United Parcel Service UPS Stock Holding History

Chancellor Financial Group WB’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
2025
Q3 		– Sell
-2,280
Closed -$230K – 139
2025
Q2 		$230K Buy
2,280
+100
+5% +$9.84K 0.18% 116
2025
Q1 		$240K Sell
2,180
-200
-8% -$23.9K 0.2% 107
2024
Q4 		$300K Buy
+2,380
New +$313K 0.24% 85

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chancellor Financial Group WB's UPS Position: Q3 2025 in Review

Chancellor Financial Group WB sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,280 shares — an estimated $230K sold.

Chancellor Financial Group WB first reported a position in UPS in Q4 2024 and held it in 3 quarters. The position peaked at $300K in Q4 2024. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Chancellor Financial Group WB reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Chancellor Financial Group WB sold 2,280 United Parcel Service shares in Q3 2025, an estimated $230K.
  • Chancellor Financial Group WB first reported a position in United Parcel Service in Q4 2024 and held it in 3 quarters.
  • Chancellor Financial Group WB's United Parcel Service position peaked at $300K in Q4 2024.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Chancellor Financial Group WB's 13F filing for Q3 2025, filed 12 Nov 2025.