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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
Q2 		$469K Sell
3,449
-48
-1% -$4.97K 0.04% 164
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

SYM Financial Corp reduced its United Airlines (UAL) stake by 1.4% in Q2 2026, selling an estimated $4.97K and leaving 3,449 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #164.

SYM Financial Corp first reported a position in UAL in Q4 2024 and has held it in 6 quarters since. 1,069 funds tracked by Wall St. Rank hold UAL as of Q2 2026.

  • SYM Financial Corp held 3,449 shares of United Airlines worth $469K as of Q2 2026.
  • SYM Financial Corp sold 48 United Airlines shares in Q2 2026, an estimated $4.97K.
  • United Airlines made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #164 holding.
  • SYM Financial Corp first reported a position in United Airlines in Q4 2024 and has held it in 6 quarters since.
  • 1,069 funds tracked by Wall St. Rank held United Airlines as of Q2 2026.

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