Community Financial Services Group’s United Parcel Service UPS Stock Holding History

Community Financial Services Group’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	$40.5K	Buy	370 +233	+170%	+$24.2K	0.01%	247
2026 Q1	$13.4K	Buy	+137	New	+$14.7K	﹤0.01%	299
2015 Q4	–	Sell	-150	Closed	-$15K	–	217
2015 Q3	$15K	Hold	150	–	–	0.01%	199
2015 Q2	$15K	Hold	150	–	–	0.01%	206
2015 Q1	$15K	Hold	150	–	–	0.01%	210
2014 Q4	$17K	Hold	150	–	–	0.01%	201
2014 Q3	$15K	Hold	150	–	–	0.01%	184
2014 Q2	$15K	Sell	150 -10	-6%	-$1K	0.01%	181
2014 Q1	$15K	Buy	+160	New	+$15.6K	0.01%	179
2013 Q4	–	Sell	-150	Closed	-$14K	–	185
2013 Q3	$14K	Hold	150	–	–	0.01%	170
2013 Q2	$13K	Buy	+150	New	+$12.9K	0.01%	177

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Community Financial Services Group's UPS Position: Q2 2026 in Review

Community Financial Services Group increased its United Parcel Service (UPS) stake by 170% in Q2 2026, buying an estimated $24.2K and bringing the position to 370 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #247.

Community Financial Services Group first reported a position in UPS in Q2 2013 and has held it in 11 quarters since. 494 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Community Financial Services Group held 370 shares of United Parcel Service worth $40.5K as of Q2 2026.
Community Financial Services Group bought 233 United Parcel Service shares in Q2 2026, an estimated $24.2K.
United Parcel Service made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #247 holding.
Community Financial Services Group first reported a position in United Parcel Service in Q2 2013 and has held it in 11 quarters since.
494 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.