SYM Financial Corp’s Mueller Industries MLI Stock Holding History

SYM Financial Corp’s Portfolio MLI Stock Details MLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,014	Closed	-$222K	–	558
2026 Q1	$222K	Buy	+4,014	New	+$241K	0.02%	291

Other funds holding MLI

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

SYM Financial Corp sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 4,014 shares — an estimated $222K sold.

SYM Financial Corp first reported a position in MLI in Q1 2026 and held it in 1 quarter. The position peaked at $222K in Q1 2026. 739 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

SYM Financial Corp reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
SYM Financial Corp sold 4,014 Mueller Industries shares in Q2 2026, an estimated $222K.
SYM Financial Corp first reported a position in Mueller Industries in Q1 2026 and held it in 1 quarter.
SYM Financial Corp's Mueller Industries position peaked at $222K in Q1 2026.
739 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

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