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SYM Financial Corp’s United Airlines UAL Stock Holding History

SYM Financial Corp’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322K Buy
3,497
+113
+3% +$11.8K 0.03% 208
2025
Q4 		$378K Buy
3,384
+187
+6% +$18.9K 0.04% 179
2025
Q3 		$309K Buy
3,197
+47
+1% +$4.52K 0.03% 212
2025
Q2 		$251K Buy
+3,150
New +$232K 0.03% 256
2025
Q1 		– Sell
-2,564
Closed -$249K – 383
2024
Q4 		$249K Buy
+2,564
New +$217K 0.03% 189

Other funds holding UAL

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

SYM Financial Corp increased its United Airlines (UAL) stake by 3.3% in Q1 2026, buying an estimated $11.8K and bringing the position to 3,497 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #208.

SYM Financial Corp first reported a position in UAL in Q4 2024 and has held it in 5 quarters since. The position peaked at $378K in Q4 2025. 971 funds tracked by Wall St. Rank hold UAL as of Q1 2026.

  • SYM Financial Corp held 3,497 shares of United Airlines worth $322K as of Q1 2026.
  • SYM Financial Corp bought 113 United Airlines shares in Q1 2026, an estimated $11.8K.
  • United Airlines made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #208 holding.
  • SYM Financial Corp first reported a position in United Airlines in Q4 2024 and has held it in 5 quarters since.
  • SYM Financial Corp's United Airlines position peaked at $378K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held United Airlines as of Q1 2026.

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