Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$47,945
+$4,068 QoQ
Shares Held
446
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,901
of 2,129 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $70,798 across 3 Integrated Freight & Logistics names. UPS ranks #1 (67.7% of the industry book) .
All Filings in UPS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,945 | 446 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $43,877 | 446 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $52,372 | 528 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $76,597 | 917 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $106,491 | 1,055 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $125,168 | 1,138 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $824,694 | 6,540 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||