Position in UPS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,137,932
+$1,304,327 QoQ
Shares Held
112,911
+2.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#290
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Bell Bank holds $12,382,799 across 2 Integrated Freight & Logistics names. UPS ranks #1 (98.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
112,911 | $12,137,932 | |
| 2 | FDX |
Fedex Corp
|
782 | $244,867 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,137,932 | 112,911 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $10,833,605 | 110,120 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $11,468,843 | 115,625 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $10,409,257 | 124,617 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $11,436,400 | 113,299 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $8,164,557 | 74,230 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $8,550,336 | 67,806 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $8,056,875 | 59,094 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $7,662,368 | 55,991 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,441,589 | 56,796 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,425,484 | 53,587 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,157,456 | 52,335 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,328,887 | 52,044 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10,409,503 | 53,660 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,443,408 | 48,570 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,543,042 | 52,885 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,783,735 | 15,250 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,116,318 | 14,531 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,113,074 | 14,524 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,644,820 | 14,524 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,321,919 | 40,015 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $6,721,234 | 39,539 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,373,940 | 37,850 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $6,318,109 | 37,917 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,451,980 | 40,043 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,485,281 | 48,012 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||