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Country Club Bank’s United Parcel Service UPS Stock Holding History

Country Club 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
2025
Q3 		$3.24M Sell
38,362
-32,326
-46% -$2.93M 0.19% 121
2025
Q2 		$7.15M Sell
70,688
-3,867
-5% -$380K 0.45% 58
2025
Q1 		$8.18M Buy
74,555
+16,015
+27% +$1.91M 0.55% 50
2024
Q4 		$7.34M Sell
58,540
-9,357
-14% -$1.23M 0.49% 54
2024
Q3 		$9.12M Buy
67,897
+11,581
+21% +$1.52M 0.61% 45
2024
Q2 		$7.65M Buy
56,316
+1,985
+4% +$284K 0.53% 52
2024
Q1 		$8.08M Buy
54,331
+7,976
+17% +$1.21M 0.57% 52
2023
Q4 		$7.29M Sell
46,355
-1,505
-3% -$228K 0.55% 52
2023
Q3 		$7.44M Sell
47,860
-787
-2% -$136K 0.61% 49
2023
Q2 		$8.56M Sell
48,647
-1,841
-4% -$327K 0.68% 44
2023
Q1 		$9.65M Buy
50,488
+493
+1% +$90.4K 0.79% 42
2022
Q4 		$8.69M Buy
49,995
+8,864
+22% +$1.53M 0.76% 47
2022
Q3 		$6.8M Sell
41,131
-13,251
-24% -$2.51M 0.65% 53
2022
Q2 		$9.85M Sell
54,382
-1,403
-3% -$256K 0.91% 36
2022
Q1 		$12.3M Buy
+55,785
New +$11.9M 1.07% 30

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

Country Club Bank's UPS Position: Q3 2025 in Review

Country Club Bank reduced its United Parcel Service (UPS) stake by 46% in Q3 2025, selling an estimated $2.93M and leaving 38,362 shares worth $3.24M. The position accounts for 0.19% of the portfolio, ranked #121.

Country Club Bank first reported a position in UPS in Q1 2022 and has held it in 15 quarters since. The position peaked at $12.3M in Q1 2022. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Country Club Bank held 38,362 shares of United Parcel Service worth $3.24M as of Q3 2025.
  • Country Club Bank sold 32,326 United Parcel Service shares in Q3 2025, an estimated $2.93M.
  • United Parcel Service made up 0.19% of Country Club Bank's portfolio in Q3 2025, its #121 holding.
  • Country Club Bank first reported a position in United Parcel Service in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's United Parcel Service position peaked at $12.3M in Q1 2022.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.