Security National Bank’s United Parcel Service UPS Stock Holding History

Security National 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
2026 Q2	$21.5K	Hold	200	–	–	﹤0.01%	294
2026 Q1	$19.7K	Hold	200	–	–	﹤0.01%	292
2025 Q4	$19.8K	Hold	200	–	–	﹤0.01%	279
2025 Q3	$16.7K	Hold	200	–	–	﹤0.01%	296
2025 Q2	$20.2K	Hold	200	–	–	﹤0.01%	256
2025 Q1	$22K	Hold	200	–	–	﹤0.01%	255
2024 Q4	$25.2K	Hold	200	–	–	﹤0.01%	237
2024 Q3	$27.3K	Hold	200	–	–	﹤0.01%	223
2024 Q2	$27.4K	Hold	200	–	–	﹤0.01%	221
2024 Q1	$29.7K	Hold	200	–	–	﹤0.01%	214
2023 Q4	$31.4K	Buy	+200	New	+$30.2K	0.01%	223

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Security National Bank's UPS Position: Q2 2026 in Review

Security National Bank held its United Parcel Service (UPS) position steady in Q2 2026 at 200 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Security National Bank first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.4K in Q4 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Security National Bank held 200 shares of United Parcel Service worth $21.5K as of Q2 2026.
Security National Bank left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #294 holding.
Security National Bank first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Security National Bank's United Parcel Service position peaked at $31.4K in Q4 2023.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.