Tompkins Financial’s United Parcel Service UPS Stock Holding History

Tompkins Financial’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	$58.8K	Sell	547 -94	-15%	-$9.77K	﹤0.01%	320
2026 Q1	$63.1K	Hold	641	–	–	0.01%	300
2025 Q4	$63.6K	Sell	641 -15	-2%	-$1.4K	﹤0.01%	287
2025 Q3	$54.8K	Sell	656 -169	-20%	-$15.3K	﹤0.01%	313
2025 Q2	$83.3K	Sell	825 -124	-13%	-$12.2K	0.01%	267
2025 Q1	$104K	Buy	949 +19	+2%	+$2.27K	0.01%	251
2024 Q4	$117K	Sell	930 -635	-41%	-$83.6K	0.01%	238
2024 Q3	$213K	Buy	1,565 +2	+0.1%	+$263	0.02%	188
2024 Q2	$214K	Sell	1,563 -52,697	-97%	-$7.54M	0.02%	189
2024 Q1	$8.06M	Buy	54,260 +2,838	+6%	+$431K	0.91%	37
2023 Q4	$8.09M	Buy	51,422 +7,410	+17%	+$1.12M	0.98%	32
2023 Q3	$6.86M	Buy	44,012 +5,573	+14%	+$962K	1.08%	32
2023 Q2	$6.89M	Sell	38,439 -1,648	-4%	-$293K	1.08%	28
2023 Q1	$7.78M	Buy	40,087 +696	+2%	+$128K	1.27%	18
2022 Q4	$6.85M	Sell	39,391 -858	-2%	-$149K	1.08%	25
2022 Q3	$6.5M	Sell	40,249 -494	-1%	-$93.5K	1.1%	25
2022 Q2	$7.44M	Buy	40,743 +885	+2%	+$161K	1.2%	22
2022 Q1	$8.55M	Buy	39,858 +314	+0.8%	+$66.7K	1.2%	23
2021 Q4	$8.47M	Sell	39,544 -66	-0.2%	-$13.4K	1.5%	19
2021 Q3	$7.21M	Buy	+39,610	New	+$7.82M	1.32%	27
2021 Q1	$6.84M	Buy	40,224 +989	+3%	+$160K	1.16%	28
2020 Q4	$6.61M	Buy	39,235 +6,581	+20%	+$1.11M	1.19%	26
2020 Q3	$5.44M	Buy	32,654 +435	+1%	+$63.3K	1.05%	32
2020 Q2	$3.58M	Buy	32,219 +2,809	+10%	+$280K	0.75%	47
2020 Q1	$2.75M	Sell	29,410 -46	-0.2%	-$4.77K	0.63%	50
2019 Q4	$3.45M	Buy	29,456 +1,828	+7%	+$216K	0.63%	50
2019 Q3	$3.31M	Sell	27,628 -590	-2%	-$67.5K	0.67%	48
2019 Q2	$2.91M	Buy	28,218 +2,084	+8%	+$217K	0.59%	52
2019 Q1	$2.92M	Buy	26,134 +3,031	+13%	+$321K	0.55%	51
2018 Q4	$2.25M	Sell	23,103 -2,326	-9%	-$252K	0.5%	55
2018 Q3	$2.97M	Buy	25,429 +936	+4%	+$110K	0.61%	48
2018 Q2	$2.6M	Buy	24,493 +542	+2%	+$60.9K	0.56%	53
2018 Q1	$2.51M	Buy	23,951 +598	+3%	+$69.1K	0.56%	53
2017 Q4	$2.78M	Buy	23,353 +22,427	+2,422%	+$2.64M	0.64%	42
2017 Q3	$111K	Hold	926	–	–	0.03%	184
2017 Q2	$102K	Hold	926	–	–	0.03%	184
2017 Q1	$99K	Hold	926	–	–	0.03%	180
2016 Q4	$106K	Sell	926 -75	-7%	-$8.45K	0.03%	167
2016 Q3	$110K	Hold	1,001	–	–	0.03%	161
2016 Q2	$107K	Hold	1,001	–	–	0.03%	184
2016 Q1	$106K	Hold	1,001	–	–	0.03%	185
2015 Q4	$96K	Buy	1,001 +21	+2%	+$2.15K	0.03%	201
2015 Q3	$97K	Hold	980	–	–	0.03%	193
2015 Q2	$95K	Hold	980	–	–	0.03%	199
2015 Q1	$95K	Sell	980 -20	-2%	-$2.05K	0.02%	212
2014 Q4	$111K	Hold	1,000	–	–	0.03%	184
2014 Q3	$98K	Hold	1,000	–	–	0.03%	193
2014 Q2	$103K	Sell	1,000 -25	-2%	-$2.51K	0.03%	195
2014 Q1	$100K	Sell	1,025 -25	-2%	-$2.44K	0.03%	191
2013 Q4	$111K	Hold	1,050	–	–	0.03%	188
2013 Q3	$96K	Sell	1,050 -2,480	-70%	-$218K	0.03%	187
2013 Q2	$305K	Buy	+3,530	New	+$303K	0.09%	128

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tompkins Financial's UPS Position: Q2 2026 in Review

Tompkins Financial reduced its United Parcel Service (UPS) stake by 15% in Q2 2026, selling an estimated $9.77K and leaving 547 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Tompkins Financial first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.55M in Q1 2022. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Tompkins Financial held 547 shares of United Parcel Service worth $58.8K as of Q2 2026.
Tompkins Financial sold 94 United Parcel Service shares in Q2 2026, an estimated $9.77K.
United Parcel Service made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #320 holding.
Tompkins Financial first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
Tompkins Financial's United Parcel Service position peaked at $8.55M in Q1 2022.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.