SNS Financial Group’s W.P. Carey WPC Stock Holding History

SNS Financial Group’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Buy	+2,874	New	+$211K	﹤0.01%	529

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SNS Financial Group's WPC Position: Q2 2026 in Review

SNS Financial Group opened a new position in W.P. Carey (WPC) in Q2 2026: 2,874 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings.

708 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

SNS Financial Group held 2,874 shares of W.P. Carey worth $205K as of Q2 2026.
W.P. Carey was a new SNS Financial Group position in Q2 2026.
W.P. Carey made up ﹤0.01% of SNS Financial Group's portfolio in Q2 2026, its #529 holding.
708 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.