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SNS Financial Group’s United Parcel Service UPS Stock Holding History

SNS Financial Group’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
Q1 		$668K Buy
6,787
+17
+0.3% +$1.82K 0.06% 108
2025
Q4 		$672K Sell
6,770
-72
-1% -$6.74K 0.06% 103
2025
Q3 		$572K Sell
6,842
-29
-0.4% -$2.63K 0.05% 112
2025
Q2 		$694K Buy
6,871
+3
+0% +$295 0.07% 105
2025
Q1 		$755K Sell
6,868
-83
-1% -$9.93K 0.08% 99
2024
Q4 		$877K Sell
6,951
-138
-2% -$18.2K 0.09% 91
2024
Q3 		$967K Buy
7,089
+320
+5% +$42K 0.1% 90
2024
Q2 		$926K Sell
6,769
-1
-0% -$143 0.1% 88
2024
Q1 		$1.01M Buy
6,770
+12
+0.2% +$1.82K 0.11% 84
2023
Q4 		$1.06M Sell
6,758
-231
-3% -$34.9K 0.13% 78
2023
Q3 		$1.09M Sell
6,989
-22
-0.3% -$3.8K 0.14% 73
2023
Q2 		$1.26M Sell
7,011
-20
-0.3% -$3.55K 0.16% 68
2023
Q1 		$1.36M Buy
7,031
+48
+0.7% +$8.8K 0.18% 65
2022
Q4 		$1.21M Sell
6,983
-178
-2% -$30.8K 0.16% 76
2022
Q3 		$1.16M Buy
7,161
+8
+0.1% +$1.51K 0.17% 77
2022
Q2 		$1.3M Buy
7,153
+30
+0.4% +$5.47K 0.17% 75
2022
Q1 		$1.53M Hold
7,123
– – 0.17% 78
2021
Q4 		$1.53M Sell
7,123
-260
-4% -$52.9K 0.16% 81
2021
Q3 		$1.34M Hold
7,383
– – 0.16% 85
2021
Q2 		$1.53M Sell
7,383
-2,108
-22% -$422K 0.2% 71
2021
Q1 		$1.61M Sell
9,491
-60,599
-86% -$9.8M 0.22% 70
2020
Q4 		$11.8M Sell
70,090
-15,814
-18% -$2.67M 1.69% 15
2020
Q3 		$14.3M Buy
85,904
+84,006
+4,426% +$12.2M 2.25% 11
2020
Q2 		$211K Buy
+1,898
New +$189K 0.04% 175
2020
Q1 		– Sell
-2,319
Closed -$271K – 235
2019
Q4 		$271K Sell
2,319
-880
-28% -$104K 0.05% 176
2019
Q3 		$383K Sell
3,199
-250
-7% -$28.6K 0.07% 133
2019
Q2 		$356K Buy
3,449
+70
+2% +$7.28K 0.07% 141
2019
Q1 		$377K Sell
3,379
-155
-4% -$16.4K 0.08% 128
2018
Q4 		$345K Sell
3,534
-19
-0.5% -$2.06K 0.09% 127
2018
Q3 		$415K Sell
3,553
-69
-2% -$8.12K 0.1% 114
2018
Q2 		$385K Buy
3,622
+45
+1% +$5.05K 0.1% 114
2018
Q1 		$374K Sell
3,577
-764
-18% -$88.3K 0.1% 110
2017
Q4 		$517K Buy
4,341
+124
+3% +$14.6K 0.12% 104
2017
Q3 		$506K Sell
4,217
-200
-5% -$22.7K 0.13% 104
2017
Q2 		$488K Buy
4,417
+24
+0.5% +$2.56K 0.13% 103
2017
Q1 		$472K Sell
4,393
-973
-18% -$106K 0.12% 108
2016
Q4 		$615K Buy
5,366
+2,997
+127% +$338K 0.18% 90
2016
Q3 		$259K Sell
2,369
-499
-17% -$54.5K 0.08% 116
2016
Q2 		$309K Sell
2,868
-498
-15% -$51.8K 0.08% 104
2016
Q1 		$355K Buy
3,366
+1
+0% +$97 0.09% 85
2015
Q4 		$324K Sell
3,365
-334
-9% -$34.1K 0.08% 90
2015
Q3 		$365K Buy
3,699
+1
+0% +$99 0.1% 86
2015
Q2 		$358K Buy
+3,698
New +$367K 0.11% 89

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SNS Financial Group's UPS Position: Q1 2026 in Review

SNS Financial Group increased its United Parcel Service (UPS) stake by 0.25% in Q1 2026, buying an estimated $1.82K and bringing the position to 6,787 shares worth $668K. The position accounts for 0.06% of the portfolio, ranked #108.

SNS Financial Group first reported a position in UPS in Q2 2015 and has held it in 43 quarters since. The position peaked at $14.3M in Q3 2020. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • SNS Financial Group held 6,787 shares of United Parcel Service worth $668K as of Q1 2026.
  • SNS Financial Group bought 17 United Parcel Service shares in Q1 2026, an estimated $1.82K.
  • United Parcel Service made up 0.06% of SNS Financial Group's portfolio in Q1 2026, its #108 holding.
  • SNS Financial Group first reported a position in United Parcel Service in Q2 2015 and has held it in 43 quarters since.
  • SNS Financial Group's United Parcel Service position peaked at $14.3M in Q3 2020.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.