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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYM Financial Corp's CPRT Position: Q1 2026 in Review

SYM Financial Corp increased its Copart (CPRT) stake by 4% in Q1 2026, buying an estimated $24.5K and bringing the position to 16,966 shares worth $563K. The position accounts for 0.06% of the portfolio, ranked #116.

SYM Financial Corp first reported a position in CPRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $998K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold CPRT as of Q1 2026.

  • SYM Financial Corp held 16,966 shares of Copart worth $563K as of Q1 2026.
  • SYM Financial Corp bought 652 Copart shares in Q1 2026, an estimated $24.5K.
  • Copart made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #116 holding.
  • SYM Financial Corp first reported a position in Copart in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Copart position peaked at $998K in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held Copart as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.