City State Bank’s United Parcel Service UPS Stock Holding History

City State Bank’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	$376K	Buy	3,494 +20	+0.6%	+$2.08K	0.09%	156
2026 Q1	$342K	Sell	3,474 -57	-2%	-$6.11K	0.09%	153
2025 Q4	$350K	Sell	3,531 -639	-15%	-$59.8K	0.1%	154
2025 Q3	$348K	Sell	4,170 -442	-10%	-$40K	0.1%	155
2025 Q2	$466K	Hold	4,612	–	–	0.15%	126
2025 Q1	$507K	Sell	4,612 -36	-0.8%	-$4.3K	0.17%	116
2024 Q4	$586K	Buy	4,648 +33	+0.7%	+$4.34K	0.21%	105
2024 Q3	$629K	Sell	4,615 -5	-0.1%	-$656	0.23%	94
2024 Q2	$632K	Hold	4,620	–	–	0.26%	87
2024 Q1	$687K	Sell	4,620 -140	-3%	-$21.3K	0.3%	80
2023 Q4	$748K	Sell	4,760 -14	-0.3%	-$2.12K	0.37%	61
2023 Q3	$744K	Hold	4,774	–	–	0.41%	60
2023 Q2	$856K	Sell	4,774 -111	-2%	-$19.7K	0.46%	56
2023 Q1	$948K	Sell	4,885 -25	-0.5%	-$4.59K	0.54%	49
2022 Q4	$854K	Hold	4,910	–	–	0.53%	55
2022 Q3	$793K	Sell	4,910 -9	-0.2%	-$1.7K	0.56%	51
2022 Q2	$898K	Buy	4,919 +173	+4%	+$31.6K	0.63%	42
2022 Q1	$1.02M	Sell	4,746 -54	-1%	-$11.5K	0.62%	45
2021 Q4	$1.03M	Buy	+4,800	New	+$976K	0.63%	41

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

City State Bank's UPS Position: Q2 2026 in Review

City State Bank increased its United Parcel Service (UPS) stake by 0.58% in Q2 2026, buying an estimated $2.08K and bringing the position to 3,494 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #156.

City State Bank first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

City State Bank held 3,494 shares of United Parcel Service worth $376K as of Q2 2026.
City State Bank bought 20 United Parcel Service shares in Q2 2026, an estimated $2.08K.
United Parcel Service made up 0.09% of City State Bank's portfolio in Q2 2026, its #156 holding.
City State Bank first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
City State Bank's United Parcel Service position peaked at $1.03M in Q4 2021.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.