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

Crews 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 		$92.2K Hold
858
– – 0.01% 309
2026
Q1 		$84.4K Hold
858
– – 0.01% 309
2025
Q4 		$85.1K Sell
858
-165
-16% -$15.4K 0.01% 301
2025
Q3 		$85.5K Sell
1,023
-810
-44% -$73.4K 0.01% 301
2025
Q2 		$185K Buy
1,833
+570
+45% +$56.1K 0.03% 228
2025
Q1 		$139K Hold
1,263
– – 0.02% 243
2024
Q4 		$159K Buy
+1,263
New +$166K 0.03% 230

Other funds holding UPS

Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Crews Bank & Trust held its United Parcel Service (UPS) position steady in Q2 2026 at 858 shares worth $92.2K. The position accounts for 0.01% of the portfolio, ranked #309.

Crews Bank & Trust first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $185K in Q2 2025. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Crews Bank & Trust held 858 shares of United Parcel Service worth $92.2K as of Q2 2026.
  • Crews Bank & Trust left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #309 holding.
  • Crews Bank & Trust first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's United Parcel Service position peaked at $185K in Q2 2025.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.