FNBOMD
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First National Bank of Mount Dora’s United Parcel Service UPS Stock Holding History

First National Bank of Mount Dora’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 		$4.03M Sell
37,464
-127
-0.3% -$13.2K 0.81% 44
2026
Q1 		$3.7M Sell
37,591
-27,058
-42% -$2.9M 0.8% 51
2025
Q4 		$6.41M Sell
64,649
-483
-0.7% -$45.2K 1.4% 27
2025
Q3 		$5.44M Buy
65,132
+3,911
+6% +$354K 1.2% 34
2025
Q2 		$6.18M Sell
61,221
-69
-0.1% -$6.79K 1.39% 28
2025
Q1 		$6.74M Buy
61,290
+2,259
+4% +$270K 1.65% 23
2024
Q4 		$7.44M Buy
59,031
+27,472
+87% +$3.62M 1.74% 17
2024
Q3 		$4.3M Sell
31,559
-299
-0.9% -$39.3K 0.98% 43
2024
Q2 		$4.36M Sell
31,858
-1,830
-5% -$262K 1.05% 36
2024
Q1 		$5.01M Buy
33,688
+2,507
+8% +$381K 1.22% 31
2023
Q4 		$4.9M Buy
31,181
+32
+0.1% +$4.84K 1.31% 33
2023
Q3 		$4.86M Buy
31,149
+125
+0.4% +$21.6K 1.44% 24
2023
Q2 		$5.56M Sell
31,024
-2,160
-7% -$384K 1.58% 20
2023
Q1 		$6.44M Buy
33,184
+2,246
+7% +$412K 1.95% 14
2022
Q4 		$5.38M Buy
30,938
+449
+1% +$77.7K 1.77% 19
2022
Q3 		$4.92M Buy
30,489
+3,376
+12% +$639K 1.74% 19
2022
Q2 		$4.95M Buy
27,113
+294
+1% +$53.6K 1.7% 23
2022
Q1 		$5.75M Sell
26,819
-2,562
-9% -$544K 1.73% 19
2021
Q4 		$6.3M Buy
29,381
+599
+2% +$122K 1.86% 15
2021
Q3 		$5.24M Sell
28,782
-1,311
-4% -$259K 1.72% 23
2021
Q2 		$6.26M Buy
30,093
+677
+2% +$135K 2.06% 15
2021
Q1 		$5M Sell
29,416
-81
-0.3% -$13.1K 1.74% 21
2020
Q4 		$4.97M Buy
29,497
+2,386
+9% +$403K 1.8% 19
2020
Q3 		$4.52M Buy
27,111
+5,821
+27% +$847K 1.87% 20
2020
Q2 		$2.37M Buy
+21,290
New +$2.13M 1.08% 41

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

First National Bank of Mount Dora's UPS Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its United Parcel Service (UPS) stake by 0.34% in Q2 2026, selling an estimated $13.2K and leaving 37,464 shares worth $4.03M. The position accounts for 0.81% of the portfolio, ranked #44.

First National Bank of Mount Dora first reported a position in UPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.44M in Q4 2024. 930 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • First National Bank of Mount Dora held 37,464 shares of United Parcel Service worth $4.03M as of Q2 2026.
  • First National Bank of Mount Dora sold 127 United Parcel Service shares in Q2 2026, an estimated $13.2K.
  • United Parcel Service made up 0.81% of First National Bank of Mount Dora's portfolio in Q2 2026, its #44 holding.
  • First National Bank of Mount Dora first reported a position in United Parcel Service in Q2 2020 and has held it in 25 quarters since.
  • First National Bank of Mount Dora's United Parcel Service position peaked at $7.44M in Q4 2024.
  • 930 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.