HPBT
UPS icon

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

Hickory Point 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 		$267K Buy
2,486
+65
+3% +$6.76K 0.16% 113
2026
Q1 		$238K Sell
2,421
-25
-1% -$2.68K 0.16% 120
2025
Q4 		$243K Buy
+2,446
New +$229K 0.18% 117
2025
Q3 		– Sell
-2,286
Closed -$231K – 128
2025
Q2 		$231K Hold
2,286
– – 0.19% 114
2025
Q1 		$251K Sell
2,286
-24
-1% -$2.87K 0.22% 104
2024
Q4 		$291K Buy
+2,310
New +$304K 0.26% 96

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Hickory Point Bank & Trust increased its United Parcel Service (UPS) stake by 2.7% in Q2 2026, buying an estimated $6.76K and bringing the position to 2,486 shares worth $267K. The position accounts for 0.16% of the portfolio, ranked #113.

Hickory Point Bank & Trust first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q4 2024. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Hickory Point Bank & Trust held 2,486 shares of United Parcel Service worth $267K as of Q2 2026.
  • Hickory Point Bank & Trust bought 65 United Parcel Service shares in Q2 2026, an estimated $6.76K.
  • United Parcel Service made up 0.16% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #113 holding.
  • Hickory Point Bank & Trust first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Hickory Point Bank & Trust's United Parcel Service position peaked at $291K in Q4 2024.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.