Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$292,830
+$40,092 QoQ
Shares Held
2,724
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,573
of 2,129 holders
Holding Since
Dec 2020
23 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, 2026CoreFirst Bank & Trust holds $495,312 across 4 Integrated Freight & Logistics names. UPS ranks #1 (59.1% of the industry book) .
All Filings in UPS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,830 | 2,724 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $252,738 | 2,569 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $234,385 | 2,363 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $257,522 | 3,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $325,833 | 3,228 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $267,055 | 2,428 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $314,241 | 2,492 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $362,255 | 2,657 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $291,079 | 2,127 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $313,163 | 2,107 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $331,283 | 2,107 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $328,418 | 2,107 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $375,887 | 2,097 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $410,870 | 2,118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $449,897 | 2,588 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $418,065 | 2,588 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $472,413 | 2,588 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $540,868 | 2,522 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $561,999 | 2,622 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $481,108 | 2,642 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $559,023 | 2,688 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $456,933 | 2,688 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $452,659 | 2,688 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||