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Exchange Bank’s United Parcel Service UPS Stock Holding History

Exchange 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 		– Sell
-2,039
Closed -$206K – 128
2025
Q2 		$206K Hold
2,039
– – 0.16% 117
2025
Q1 		$224K Buy
2,039
+30
+1% +$3.59K 0.18% 105
2024
Q4 		$253K Hold
2,009
– – 0.2% 100
2024
Q3 		$274K Hold
2,009
– – 0.22% 99
2024
Q2 		$275K Hold
2,009
– – 0.23% 93
2024
Q1 		$299K Sell
2,009
-19
-0.9% -$2.89K 0.25% 88
2023
Q4 		$319K Sell
2,028
-167
-8% -$25.3K 0.28% 82
2023
Q3 		$342K Hold
2,195
– – 0.33% 74
2023
Q2 		$393K Buy
+2,195
New +$390K 0.38% 67

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

Exchange Bank's UPS Position: Q3 2025 in Review

Exchange Bank sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,039 shares — an estimated $206K sold.

Exchange Bank first reported a position in UPS in Q2 2023 and held it in 9 quarters. The position peaked at $393K in Q2 2023. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Exchange Bank reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Exchange Bank sold 2,039 United Parcel Service shares in Q3 2025, an estimated $206K.
  • Exchange Bank first reported a position in United Parcel Service in Q2 2023 and held it in 9 quarters.
  • Exchange Bank's United Parcel Service position peaked at $393K in Q2 2023.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Exchange Bank's 13F filing for Q3 2025, filed 31 Oct 2025.