CBT
UPS icon

CoreFirst Bank & Trust’s United Parcel Service UPS Stock Holding History

CoreFirst Bank & 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 		$293K Buy
2,724
+155
+6% +$16.1K 0.15% 97
2026
Q1 		$253K Buy
2,569
+206
+9% +$22.1K 0.13% 111
2025
Q4 		$234K Sell
2,363
-720
-23% -$67.3K 0.13% 112
2025
Q3 		$258K Sell
3,083
-145
-4% -$13.1K 0.14% 105
2025
Q2 		$326K Buy
3,228
+800
+33% +$78.7K 0.18% 95
2025
Q1 		$267K Sell
2,428
-64
-3% -$7.65K 0.17% 100
2024
Q4 		$314K Sell
2,492
-165
-6% -$21.7K 0.19% 95
2024
Q3 		$362K Buy
2,657
+530
+25% +$69.6K 0.21% 93
2024
Q2 		$291K Buy
2,127
+20
+0.9% +$2.86K 0.2% 103
2024
Q1 		$313K Hold
2,107
– – 0.2% 97
2023
Q4 		$331K Hold
2,107
– – 0.22% 91
2023
Q3 		$328K Buy
2,107
+10
+0.5% +$1.73K 0.23% 94
2023
Q2 		$376K Sell
2,097
-21
-1% -$3.73K 0.26% 89
2023
Q1 		$411K Sell
2,118
-470
-18% -$86.2K 0.3% 85
2022
Q4 		$450K Hold
2,588
– – 0.34% 72
2022
Q3 		$418K Hold
2,588
– – 0.36% 65
2022
Q2 		$472K Buy
2,588
+66
+3% +$12K 0.37% 65
2022
Q1 		$541K Sell
2,522
-100
-4% -$21.2K 0.37% 64
2021
Q4 		$562K Sell
2,622
-20
-0.8% -$4.07K 0.36% 69
2021
Q3 		$481K Sell
2,642
-46
-2% -$9.08K 0.33% 73
2021
Q2 		$559K Hold
2,688
– – 0.38% 62
2021
Q1 		$457K Hold
2,688
– – 0.31% 73
2020
Q4 		$453K Buy
+2,688
New +$454K 0.34% 65

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

CoreFirst Bank & Trust's UPS Position: Q2 2026 in Review

CoreFirst Bank & Trust increased its United Parcel Service (UPS) stake by 6% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,724 shares worth $293K. The position accounts for 0.15% of the portfolio, ranked #97.

CoreFirst Bank & Trust first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $562K in Q4 2021. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CoreFirst Bank & Trust held 2,724 shares of United Parcel Service worth $293K as of Q2 2026.
  • CoreFirst Bank & Trust bought 155 United Parcel Service shares in Q2 2026, an estimated $16.1K.
  • United Parcel Service made up 0.15% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #97 holding.
  • CoreFirst Bank & Trust first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • CoreFirst Bank & Trust's United Parcel Service position peaked at $562K in Q4 2021.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.