SFC
CPRT icon

SYM Financial Corp’s Copart CPRT Stock Holding History

SYM Financial Corp’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$420K Sell
14,902
-2,064
-12% -$66.7K 0.03% 182
2026
Q1 		$563K Buy
16,966
+652
+4% +$24.5K 0.06% 116
2025
Q4 		$639K Sell
16,314
-1,389
-8% -$57.6K 0.07% 94
2025
Q3 		$796K Buy
17,703
+7,150
+68% +$337K 0.09% 65
2025
Q2 		$518K Sell
10,553
-6,235
-37% -$349K 0.06% 120
2025
Q1 		$950K Sell
16,788
-603
-3% -$33.9K 0.12% 54
2024
Q4 		$998K Buy
+17,391
New +$990K 0.13% 46

Other funds holding CPRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SYM Financial Corp's CPRT Position: Q2 2026 in Review

SYM Financial Corp reduced its Copart (CPRT) stake by 12% in Q2 2026, selling an estimated $66.7K and leaving 14,902 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #182.

SYM Financial Corp first reported a position in CPRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $998K in Q4 2024. 1,062 funds tracked by Wall St. Rank hold CPRT as of Q2 2026.

  • SYM Financial Corp held 14,902 shares of Copart worth $420K as of Q2 2026.
  • SYM Financial Corp sold 2,064 Copart shares in Q2 2026, an estimated $66.7K.
  • Copart made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #182 holding.
  • SYM Financial Corp first reported a position in Copart in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Copart position peaked at $998K in Q4 2024.
  • 1,062 funds tracked by Wall St. Rank held Copart as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.